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JDVRX vs VIVIX
JDVRX vs VIVIX Comparison
Open Charts JDVRX vs VIVIX
Vanguard Value Index I
Price$66.43
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
JDVRX vs VIVIX Comparison Chart
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JDVRX vs. VIVIX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. JDVRX (618M). VIVIX pays higher dividends than JDVRX: VIVIX (2.37) vs JDVRX (0.75). JDVRX was incepted earlier than VIVIX: JDVRX (20 years) vs VIVIX (26 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 : 15.19 vs. JDVRX (14.09). VIVIX return over 5 years is better than : 41.34 vs. JDVRX (21.25).
| JDVRX | VIVIX | JDVRX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 12.947 | 14.025 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 618M | 195B | 0% |
| Annual Yield % from dividends | 0.75 | 2.37 | 32% |
| Returns for 1 year | 14.09 | 15.19 | 93% |
| Returns for 3 years | 5.20 | 18.24 | 28% |
| Returns for 5 years | 21.25 | 41.34 | 51% |
| Returns for 10 years | 11.83 | 99.58 | 12% |