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JDVRX vs VVIAX
JDVRX vs VVIAX Comparison
Open Charts JDVRX vs VVIAX
Vanguard Value Index Adm
Price$66.00
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
JDVRX vs VVIAX Comparison Chart
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JDVRX vs. VVIAX commentary
May 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JDVRX (604M). VVIAX pays higher dividends than JDVRX: VVIAX (2.34) vs JDVRX (1.43). JDVRX was incepted earlier than VVIAX: JDVRX (20 years) vs VVIAX (25 years). JDVRX (1.49) is less costly to investors than VVIAX (0.05). JDVRX is a more actively managed with annual turnover of: 29.00 vs. VVIAX (9.00). JDVRX has a lower initial minimum investment than VVIAX: JDVRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.72 vs. JDVRX (0.62). VVIAX return over 5 years is better than : 75.22 vs. JDVRX (48.22).
| JDVRX | VVIAX | JDVRX / VVIAX | |
| Total Expense Ratio | 1.20 | 0.05 | 2,400% |
| Annual Report Gross Expense Ratio | 1.49 | 0.05 | 2,980% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -1.035 | 0.391 | -264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 184B | 0% |
| Annual Yield % from dividends | 1.43 | 2.34 | 61% |
| Returns for 1 year | 0.62 | 4.72 | 13% |
| Returns for 3 years | 11.21 | 21.99 | 51% |
| Returns for 5 years | 48.22 | 75.22 | 64% |
| Returns for 10 years | 9.20 | 97.34 | 9% |
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