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DAGVX vs VVIAX
DAGVX vs VVIAX Comparison
Open Charts DAGVX vs VVIAX
BNY Mellon Dynamic Value Fund A
Price$47.55
Change-$0.06 (-0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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DAGVX vs VVIAX Comparison Chart
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DAGVX vs. VVIAX commentary
Sep 21, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. DAGVX (6.5B). VVIAX pays higher dividends than DAGVX: VVIAX (2.36) vs DAGVX (0.68). DAGVX was incepted earlier than VVIAX: DAGVX (29 years) vs VVIAX (24 years). DAGVX is a more actively managed with annual turnover of: 106.44 vs. VVIAX (10.00). DAGVX has a lower initial minimum investment than VVIAX: DAGVX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. DAGVX (17.41). VVIAX return over 5 years is better than : 55.46 vs. DAGVX (36.04).
| DAGVX | VVIAX | DAGVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 15.896 | 16.303 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.5B | 183B | 4% |
| Annual Yield % from dividends | 0.68 | 2.36 | 29% |
| Returns for 1 year | 17.41 | 24.02 | 72% |
| Returns for 3 years | 4.86 | 28.29 | 17% |
| Returns for 5 years | 36.04 | 55.46 | 65% |
| Returns for 10 years | 15.86 | 114.04 | 14% |