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DAGVX vs VIVAX
DAGVX vs VIVAX Comparison
Open Charts DAGVX vs VIVAX
BNY Mellon Dynamic Value Fund A
Price$44.51
Change+$0.35 (+0.79%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.86
Change+$0.56 (+0.84%)
VolumeN/A
CapitalizationN/A
DAGVX vs VIVAX Comparison Chart
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DAGVX vs. VIVAX commentary
Dec 25, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. DAGVX (6.91B). VIVAX pays higher dividends than DAGVX: VIVAX (2.25) vs DAGVX (0.68). DAGVX was incepted earlier than VIVAX: DAGVX (29 years) vs VIVAX (32 years). DAGVX is a more actively managed with annual turnover of: 106.44 vs. VIVAX (10.00). 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 : 15.46 vs. DAGVX (8.39). VIVAX return over 5 years is better than : 43.01 vs. DAGVX (19.37).
| DAGVX | VIVAX | DAGVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | 7.778 | 14.750 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 195B | 4% |
| Annual Yield % from dividends | 0.68 | 2.25 | 30% |
| Returns for 1 year | 8.39 | 15.46 | 54% |
| Returns for 3 years | 9.90 | 18.30 | 54% |
| Returns for 5 years | 19.37 | 43.01 | 45% |
| Returns for 10 years | 14.53 | 100.54 | 14% |
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