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JDVRX vs VIVIX
JDVRX vs VIVIX Comparison
Open Charts JDVRX vs VIVIX
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
JDVRX vs VIVIX Comparison Chart
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JDVRX vs. VIVIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. JDVRX (635M). VIVIX pays higher dividends than JDVRX: VIVIX (2.37) vs JDVRX (0.75). JDVRX was incepted earlier than VIVIX: JDVRX (20 years) vs VIVIX (27 years). JDVRX is a more actively managed with annual turnover of: 28.00 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 : 13.44 vs. JDVRX (11.24). VIVIX return over 5 years is better than : 47.20 vs. JDVRX (24.70).
| JDVRX | VIVIX | JDVRX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 3.194 | 4.165 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 193B | 0% |
| Annual Yield % from dividends | 0.75 | 2.37 | 32% |
| Returns for 1 year | 11.24 | 13.44 | 84% |
| Returns for 3 years | 10.24 | 23.92 | 43% |
| Returns for 5 years | 24.70 | 47.20 | 52% |
| Returns for 10 years | 14.90 | 105.52 | 14% |