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JDVRX vs VIVAX
JDVRX vs VIVAX Comparison
Open Charts JDVRX vs VIVAX
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JDVRX vs VIVAX Comparison Chart
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JDVRX vs. VIVAX commentary
Jun 16, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JDVRX (621M). VIVAX pays higher dividends than JDVRX: VIVAX (2.16) vs JDVRX (1.37). JDVRX was incepted earlier than VIVAX: JDVRX (20 years) vs VIVAX (33 years). JDVRX (1.49) is less costly to investors than VIVAX (0.17). JDVRX is a more actively managed with annual turnover of: 29.00 vs. VIVAX (9.00). JDVRX has a lower initial minimum investment than VIVAX: JDVRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. JDVRX (4.12). VIVAX return over 5 years is better than : 72.56 vs. JDVRX (45.72).
| JDVRX | VIVAX | JDVRX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.49 | 0.17 | 876% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 1.350 | 2.419 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 621M | 189B | 0% |
| Annual Yield % from dividends | 1.37 | 2.16 | 64% |
| Returns for 1 year | 4.12 | 8.01 | 51% |
| Returns for 3 years | 21.27 | 32.20 | 66% |
| Returns for 5 years | 45.72 | 72.56 | 63% |
| Returns for 10 years | 11.94 | 103.54 | 12% |
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