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JDVRX vs VIVIX
JDVRX vs VIVIX Comparison
Open Charts JDVRX vs VIVIX
Vanguard Value Index I
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
JDVRX vs VIVIX Comparison Chart
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JDVRX vs. VIVIX commentary
Apr 24, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. JDVRX (567M). VIVIX pays higher dividends than JDVRX: VIVIX (2.27) vs JDVRX (1.38). JDVRX was incepted earlier than VIVIX: JDVRX (20 years) vs VIVIX (27 years). JDVRX (1.49) is less costly to investors than VIVIX (0.04). JDVRX is a more actively managed with annual turnover of: 29.00 vs. VIVIX (10.00). JDVRX has a lower initial minimum investment than VIVIX: JDVRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 2.69 vs. JDVRX (-2.61). VIVIX return over 5 years is better than : 68.73 vs. JDVRX (43.12).
| JDVRX | VIVIX | JDVRX / VIVIX | |
| Total Expense Ratio | 1.20 | 0.04 | 3,000% |
| Annual Report Gross Expense Ratio | 1.49 | 0.04 | 3,725% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -6.928 | -4.077 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 191B | 0% |
| Annual Yield % from dividends | 1.38 | 2.27 | 61% |
| Returns for 1 year | -2.61 | 2.69 | -97% |
| Returns for 3 years | 0.75 | 11.95 | 6% |
| Returns for 5 years | 43.12 | 68.73 | 63% |
| Returns for 10 years | 3.19 | 90.34 | 4% |
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