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DALVX vs VIVAX
DALVX vs VIVAX Comparison
Open Charts DALVX vs VIVAX
Dunham Large Cap Value A
Price$19.80
Change-$0.14 (-0.70%)
VolumeN/A
Net Assets175.44M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
DALVX vs VIVAX Comparison Chart
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DALVX vs. VIVAX commentary
Jun 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 DALVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. DALVX (175M). VIVAX pays higher dividends than DALVX: VIVAX (2.16) vs DALVX (0.55). DALVX was incepted earlier than VIVAX: DALVX (18 years) vs VIVAX (33 years). DALVX (1.44) is less costly to investors than VIVAX (0.17). DALVX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than DALVX: VIVAX (3000) vs DALVX (5000). VIVAX annual gain was more profitable for investors over the last year : 8.88 vs. DALVX (6.59). VIVAX return over 5 years is better than : 73.96 vs. DALVX (60.45).
| DALVX | VIVAX | DALVX / VIVAX | |
| Total Expense Ratio | 1.44 | 0.17 | 847% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 4.289 | 3.252 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 189B | 0% |
| Annual Yield % from dividends | 0.55 | 2.16 | 25% |
| Returns for 1 year | 6.59 | 8.88 | 74% |
| Returns for 3 years | 26.17 | 33.27 | 79% |
| Returns for 5 years | 60.45 | 73.96 | 82% |
| Returns for 10 years | 28.21 | 105.20 | 27% |
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