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DAGVX vs VIVAX
DAGVX vs VIVAX Comparison
Open Charts DAGVX vs VIVAX
BNY Mellon Dynamic Value Fund A
Price$46.12
Change+$0.50 (+1.10%)
VolumeN/A
Net Assets8.19B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
DAGVX vs VIVAX Comparison Chart
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DAGVX vs. VIVAX commentary
Jun 07, 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 DAGVX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. DAGVX (8.19B). VIVAX pays higher dividends than DAGVX: VIVAX (2.16) vs DAGVX (0.89). DAGVX was incepted earlier than VIVAX: DAGVX (30 years) vs VIVAX (33 years). DAGVX (0.95) is less costly to investors than VIVAX (0.17). DAGVX is a more actively managed with annual turnover of: 90.65 vs. VIVAX (9.00). DAGVX has a lower initial minimum investment than VIVAX: DAGVX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 6.81 vs. DAGVX (3.18). VIVAX return over 5 years is better than : 58.70 vs. DAGVX (40.35).
| DAGVX | VIVAX | DAGVX / VIVAX | |
| Total Expense Ratio | 0.93 | 0.17 | 547% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 3.447 | 1.238 | 278% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 189B | 4% |
| Annual Yield % from dividends | 0.89 | 2.16 | 41% |
| Returns for 1 year | 3.18 | 6.81 | 47% |
| Returns for 3 years | 9.70 | 18.51 | 52% |
| Returns for 5 years | 40.35 | 58.70 | 69% |
| Returns for 10 years | 16.64 | 102.90 | 16% |
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