BIVSX
Price
$18.68
Change
+$0.06 (+0.32%)
Updated
Sep 11 closing price
Net Assets
843.62M
DHLSX
Price
$31.38
Change
+$0.06 (+0.19%)
Updated
Sep 11 closing price
Net Assets
2.28B
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BIVSX vs DHLSX

BIVSX vs DHLSX Comparison Chart in %
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BIVSX vs. DHLSX commentary
Sep 12, 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 BIVSX is a Hold and DHLSX is a Buy.

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FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 2.28B vs. BIVSX (844M). BIVSX pays higher dividends than DHLSX: BIVSX (2.24) vs DHLSX (1.54). BIVSX was incepted earlier than DHLSX: BIVSX (7 years) vs DHLSX (22 years). BIVSX (2.82) is less costly to investors than DHLSX (1.41). BIVSX is a more actively managed with annual turnover of: 197.00 vs. DHLSX (67.00). DHLSX has a lower initial minimum investment than BIVSX: DHLSX (2500) vs BIVSX (50000000). DHLSX (4.12) and BIVSX (4.07) have marching annual gain over last year. BIVSX return over 5 years is better than : 20.93 vs. DHLSX (9.49).
BIVSXDHLSXBIVSX / DHLSX
Total Expense Ratio2.801.41199%
Annual Report Gross Expense Ratio2.821.41200%
Fund Existence7 years22 years-
Gain YTD3.733-1.540-242%
Front LoadN/AN/A-
Min. Initial Investment5000000025002,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets844M2.28B37%
Annual Yield % from dividends2.241.54145%
Returns for 1 year4.074.1299%
Returns for 3 years-11.1925.42-44%
Returns for 5 years20.939.49220%
Returns for 10 yearsN/A39.15-
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