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JDVRX vs VVIAX
JDVRX vs VVIAX Comparison
Open Charts JDVRX vs VVIAX
Vanguard Value Index Adm
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
JDVRX vs VVIAX Comparison Chart
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JDVRX vs. VVIAX commentary
Apr 24, 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: 191B vs. JDVRX (567M). VVIAX pays higher dividends than JDVRX: VVIAX (2.26) vs JDVRX (1.38). JDVRX was incepted earlier than VVIAX: JDVRX (20 years) vs VVIAX (24 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 (10.00). 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 : 2.69 vs. JDVRX (-2.61). VVIAX return over 5 years is better than : 68.73 vs. JDVRX (43.12).
| 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 | 24 years | - |
| Gain YTD | -6.928 | -4.092 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 191B | 0% |
| Annual Yield % from dividends | 1.38 | 2.26 | 61% |
| Returns for 1 year | -2.61 | 2.69 | -97% |
| Returns for 3 years | 0.75 | 11.95 | 6% |
| Returns for 5 years | 43.12 | 68.73 | 63% |
| Returns for 10 years | 3.19 | 90.34 | 4% |
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