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JDVRX vs VIVIX
JDVRX vs VIVIX Comparison
Open Charts JDVRX vs VIVIX
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JDVRX vs VIVIX Comparison Chart
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JDVRX vs. VIVIX commentary
Jun 15, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JDVRX (621M). VIVIX pays higher dividends than JDVRX: VIVIX (2.29) vs JDVRX (1.37). 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 (9.00). 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 : 8.01 vs. JDVRX (4.12). VIVIX return over 5 years is better than : 72.56 vs. JDVRX (45.72).
| 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 | 1.350 | 2.452 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 189B | 0% |
| Annual Yield % from dividends | 1.37 | 2.29 | 60% |
| Returns for 1 year | 4.12 | 8.01 | 51% |
| Returns for 3 years | 21.27 | 32.19 | 66% |
| Returns for 5 years | 45.72 | 72.56 | 63% |
| Returns for 10 years | 11.94 | 103.54 | 12% |
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