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JDVRX vs VIVIX
JDVRX vs VIVIX Comparison
Open Charts JDVRX vs VIVIX
Vanguard Value Index I
Price$67.61
Change+$0.38 (+0.57%)
VolumeN/A
Net Assets195.24B
JDVRX vs VIVIX Comparison Chart
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JDVRX vs. VIVIX commentary
Apr 03, 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: 195B vs. JDVRX (613M). 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 : 7.07 vs. JDVRX (3.48). VIVIX return over 5 years is better than : 100.53 vs. JDVRX (73.55).
| 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 | 0.270 | 1.846 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 195B | 0% |
| Annual Yield % from dividends | 1.38 | 2.27 | 61% |
| Returns for 1 year | 3.48 | 7.07 | 49% |
| Returns for 3 years | 4.37 | 16.40 | 27% |
| Returns for 5 years | 73.55 | 100.53 | 73% |
| Returns for 10 years | 13.97 | 107.06 | 13% |
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