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JDVRX vs VIVAX
JDVRX vs VIVAX Comparison
Open Charts JDVRX vs VIVAX
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
JDVRX vs VIVAX Comparison Chart in %
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JDVRX vs. VIVAX commentary
Nov 20, 2025
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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JDVRX (670M). VIVAX pays higher dividends than JDVRX: VIVAX (1.98) vs JDVRX (1.23). JDVRX was incepted earlier than VIVAX: JDVRX (20 years) vs VIVAX (33 years). JDVRX (1.49) is less costly to investors than VIVAX (0.17). JDVRX is a more actively managed with annual turnover of: 29.00 vs. VIVAX (9.00). 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 : 5.05 vs. JDVRX (2.30). VIVAX return over 5 years is better than : 62.93 vs. JDVRX (37.75).
| JDVRX | VIVAX | JDVRX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.49 | 0.17 | 876% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 10.886 | 9.329 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 208B | 0% |
| Annual Yield % from dividends | 1.23 | 1.98 | 62% |
| Returns for 1 year | 2.30 | 5.05 | 46% |
| Returns for 3 years | 22.01 | 30.23 | 73% |
| Returns for 5 years | 37.75 | 62.93 | 60% |
| Returns for 10 years | 32.61 | 123.10 | 26% |
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