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DAGVX vs VIVAX
DAGVX vs VIVAX Comparison
Open Charts DAGVX vs VIVAX
BNY Mellon Dynamic Value Fund A
Price$46.74
Change+$0.58 (+1.26%)
VolumeN/A
Net Assets7.47B
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
DAGVX vs VIVAX Comparison Chart
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DAGVX vs. VIVAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. DAGVX (7.48B). 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 : 16.70 vs. DAGVX (13.52). VIVAX return over 5 years is better than : 50.84 vs. DAGVX (31.29).
| 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 | 5.986 | 3.906 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.48B | 184B | 4% |
| Annual Yield % from dividends | 0.68 | 2.25 | 30% |
| Returns for 1 year | 13.52 | 16.70 | 81% |
| Returns for 3 years | 17.25 | 21.04 | 82% |
| Returns for 5 years | 31.29 | 50.84 | 62% |
| Returns for 10 years | 26.33 | 114.28 | 23% |
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