Ad is loading...
Ad is loading...
JDVRX vs VVIAX
JDVRX vs VVIAX Comparison
Open Charts JDVRX vs VVIAX
Vanguard Value Index Adm
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
JDVRX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDVRX vs. VVIAX commentary
Nov 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JDVRX (685M). VVIAX pays higher dividends than JDVRX: VVIAX (2.36) vs JDVRX (0.75). JDVRX was incepted earlier than VVIAX: JDVRX (19 years) vs VVIAX (24 years). JDVRX is a more actively managed with annual turnover of: 28.00 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 : 26.09 vs. JDVRX (23.98). VVIAX return over 5 years is better than : 53.09 vs. JDVRX (27.53).
| JDVRX | VVIAX | JDVRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 24.046 | 19.672 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 184B | 0% |
| Annual Yield % from dividends | 0.75 | 2.36 | 32% |
| Returns for 1 year | 23.98 | 26.09 | 92% |
| Returns for 3 years | 7.70 | 24.77 | 31% |
| Returns for 5 years | 27.53 | 53.09 | 52% |
| Returns for 10 years | 14.02 | 112.26 | 12% |