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DAGVX vs VVIAX
DAGVX vs VVIAX Comparison
Open Charts DAGVX vs VVIAX
BNY Mellon Dynamic Value Fund A
Price$44.51
Change+$0.35 (+0.79%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.83
Change+$0.56 (+0.85%)
VolumeN/A
CapitalizationN/A
DAGVX vs VVIAX Comparison Chart
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DAGVX vs. VVIAX commentary
Dec 25, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. DAGVX (6.91B). 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 : 15.46 vs. DAGVX (8.39). VVIAX return over 5 years is better than : 42.96 vs. DAGVX (19.37).
| 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 | 7.778 | 14.743 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.91B | 195B | 4% |
| Annual Yield % from dividends | 0.68 | 2.36 | 29% |
| Returns for 1 year | 8.39 | 15.46 | 54% |
| Returns for 3 years | 9.90 | 18.30 | 54% |
| Returns for 5 years | 19.37 | 42.96 | 45% |
| Returns for 10 years | 14.53 | 100.53 | 14% |
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