BIVIX
Price
$18.90
Change
-$0.21 (-1.10%)
Updated
Jul 31 closing price
Net Assets
854.85M
DHLSX
Price
$31.07
Change
+$0.31 (+1.01%)
Updated
Jul 31 closing price
Net Assets
2.23B
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BIVIX vs DHLSX

BIVIX vs DHLSX Comparison Chart in %
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BIVIX vs. DHLSX commentary
Aug 02, 2026

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 BIVIX is a Hold and DHLSX is a Buy.

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FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 2.23B vs. BIVIX (855M). BIVIX pays higher dividends than DHLSX: BIVIX (2.06) vs DHLSX (1.59). BIVIX was incepted earlier than DHLSX: BIVIX (9 years) vs DHLSX (22 years). BIVIX (3.07) is less costly to investors than DHLSX (1.41). BIVIX is a more actively managed with annual turnover of: 197.00 vs. DHLSX (67.00). DHLSX has a lower initial minimum investment than BIVIX: DHLSX (2500) vs BIVIX (50000). BIVIX annual gain was more profitable for investors over the last year : 15.59 vs. DHLSX (5.92). BIVIX return over 5 years is better than : 19.10 vs. DHLSX (8.87).
BIVIXDHLSXBIVIX / DHLSX
Total Expense Ratio3.051.41216%
Annual Report Gross Expense Ratio3.071.41218%
Fund Existence9 years22 years-
Gain YTD6.780-2.326-291%
Front LoadN/AN/A-
Min. Initial Investment5000025002,000%
Min. Initial Investment IRAN/AN/A-
Net Assets855M2.23B38%
Annual Yield % from dividends2.061.59129%
Returns for 1 year15.595.92263%
Returns for 3 years-7.3324.51-30%
Returns for 5 years19.108.87215%
Returns for 10 yearsN/A40.72-
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