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JDVRX vs VIVAX
JDVRX vs VIVAX Comparison
Open Charts JDVRX vs VIVAX
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
JDVRX vs VIVAX Comparison Chart in %
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JDVRX vs. VIVAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JDVRX (685M). VIVAX pays higher dividends than JDVRX: VIVAX (1.93) vs JDVRX (1.21). JDVRX was incepted earlier than VIVAX: JDVRX (21 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 : 4.76 vs. JDVRX (2.52). VIVAX return over 5 years is better than : 61.14 vs. JDVRX (37.47).
| JDVRX | VIVAX | JDVRX / VIVAX | |
| Total Expense Ratio | 1.20 | 0.17 | 706% |
| Annual Report Gross Expense Ratio | 1.49 | 0.17 | 876% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 13.585 | 11.753 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 208B | 0% |
| Annual Yield % from dividends | 1.21 | 1.93 | 63% |
| Returns for 1 year | 2.52 | 4.76 | 53% |
| Returns for 3 years | 22.43 | 29.79 | 75% |
| Returns for 5 years | 37.47 | 61.14 | 61% |
| Returns for 10 years | 36.68 | 127.21 | 29% |
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