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DAGVX vs VIVAX
DAGVX vs VIVAX Comparison
Open Charts DAGVX vs VIVAX
BNY Mellon Dynamic Value Fund A
Price$48.20
Change-$0.28 (-0.58%)
VolumeN/A
Net Assets8.78B
Vanguard Value Index I
Price$69.58
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
DAGVX vs VIVAX Comparison Chart in %
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DAGVX vs. VIVAX commentary
Jul 14, 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: 195B vs. DAGVX (8.78B). VIVAX pays higher dividends than DAGVX: VIVAX (2.06) vs DAGVX (0.86). 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 : 9.24 vs. DAGVX (7.08). VIVAX return over 5 years is better than : 78.41 vs. DAGVX (59.81).
| 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 | 9.297 | 5.376 | 173% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.78B | 195B | 5% |
| Annual Yield % from dividends | 0.86 | 2.06 | 42% |
| Returns for 1 year | 7.08 | 9.24 | 77% |
| Returns for 3 years | 29.72 | 35.74 | 83% |
| Returns for 5 years | 59.81 | 78.41 | 76% |
| Returns for 10 years | 22.43 | 110.24 | 20% |
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