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DAGVX vs VIVAX
DAGVX vs VIVAX Comparison
Open Charts DAGVX vs VIVAX
BNY Mellon Dynamic Value Fund A
Price$42.02
Change-$0.44 (-1.04%)
VolumeN/A
Net Assets7.35B
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
DAGVX vs VIVAX Comparison Chart
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DAGVX vs. VIVAX commentary
Apr 18, 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: 191B vs. DAGVX (7.35B). VIVAX pays higher dividends than DAGVX: VIVAX (2.14) vs DAGVX (0.90). DAGVX was incepted earlier than VIVAX: DAGVX (30 years) vs VIVAX (32 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 (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 : 5.55 vs. DAGVX (-0.79). VIVAX return over 5 years is better than : 66.50 vs. DAGVX (51.47).
| 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 | 32 years | - |
| Gain YTD | -3.719 | -3.517 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 191B | 4% |
| Annual Yield % from dividends | 0.90 | 2.14 | 42% |
| Returns for 1 year | -0.79 | 5.55 | -14% |
| Returns for 3 years | 0.94 | 10.48 | 9% |
| Returns for 5 years | 51.47 | 66.50 | 77% |
| Returns for 10 years | 8.85 | 94.13 | 9% |
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