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JDVRX vs VIVAX
JDVRX vs VIVAX Comparison
Open Charts JDVRX vs VIVAX
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
JDVRX vs VIVAX Comparison Chart
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JDVRX vs. VIVAX commentary
Dec 23, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVRX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JDVRX (618M). VIVAX pays higher dividends than JDVRX: VIVAX (2.25) vs JDVRX (0.75). JDVRX was incepted earlier than VIVAX: JDVRX (20 years) vs VIVAX (32 years). JDVRX is a more actively managed with annual turnover of: 28.00 vs. VIVAX (10.00). JDVRX has a lower initial minimum investment than VIVAX: JDVRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.15 vs. JDVRX (14.09). VIVAX return over 5 years is better than : 41.35 vs. JDVRX (21.25).
| JDVRX | VIVAX | JDVRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 12.947 | 14.000 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 618M | 195B | 0% |
| Annual Yield % from dividends | 0.75 | 2.25 | 33% |
| Returns for 1 year | 14.09 | 15.15 | 93% |
| Returns for 3 years | 5.20 | 18.25 | 28% |
| Returns for 5 years | 21.25 | 41.35 | 51% |
| Returns for 10 years | 11.83 | 99.53 | 12% |