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Compare predictions DAGVX vs VIVAX
DAGVX vs VIVAX Comparison
Open Charts DAGVX vs VIVAX
BNY Mellon Dynamic Value Fund A
Price$41.56
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$55.33
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DAGVX vs VIVAX Comparison Chart
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DAGVX vs. VIVAX commentary
Nov 29, 2023
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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 139B vs. DAGVX (3.74B). VIVAX pays higher dividends than DAGVX: VIVAX (2.60) vs DAGVX (0.65). DAGVX was incepted earlier than VIVAX: DAGVX (28 years) vs VIVAX (31 years). DAGVX (0.94) is less costly to investors than VIVAX (0.17). DAGVX is a more actively managed with annual turnover of: 106.44 vs. VIVAX (5.00). DAGVX has a lower initial minimum investment than VIVAX: DAGVX (1000) vs VIVAX (3000). DAGVX annual gain was more profitable for investors over the last year : -0.75 vs. VIVAX (-0.82). VIVAX return over 5 years is better than : 31.77 vs. DAGVX (9.22).
| DAGVX | VIVAX | DAGVX / VIVAX | |
| Total Expense Ratio | 0.93 | 0.17 | 547% |
| Annual Report Gross Expense Ratio | 0.94 | 0.17 | 553% |
| Fund Existence | 28 years | 31 years | - |
| Gain YTD | 8.117 | 1.044 | 777% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | 750 | N/A | - |
| Net Assets | 3.74B | 139B | 3% |
| Annual Yield % from dividends | 0.65 | 2.60 | 25% |
| Returns for 1 year | -0.75 | -0.82 | 91% |
| Returns for 3 years | 12.17 | 21.48 | 57% |
| Returns for 5 years | 9.22 | 31.77 | 29% |
| Returns for 10 years | 5.56 | 93.96 | 6% |