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DALVX vs VIVAX
DALVX vs VIVAX Comparison
Open Charts DALVX vs VIVAX
Dunham Large Cap Value A
Price$21.23
Change+$0.18 (+0.86%)
VolumeN/A
Net Assets183.77M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
DALVX vs VIVAX Comparison Chart in %
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DALVX vs. VIVAX commentary
Sep 08, 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: 203B vs. DALVX (184M). VIVAX pays higher dividends than DALVX: VIVAX (1.99) vs DALVX (0.51). DALVX was incepted earlier than VIVAX: DALVX (19 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). DALVX (8.05) and VIVAX (7.74) have marching annual gain over last year. VIVAX return over 5 years is better than : 70.18 vs. DALVX (57.51).
| DALVX | VIVAX | DALVX / VIVAX | |
| Total Expense Ratio | 1.44 | 0.17 | 847% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 10.826 | 7.845 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 203B | 0% |
| Annual Yield % from dividends | 0.51 | 1.99 | 25% |
| Returns for 1 year | 8.05 | 7.74 | 104% |
| Returns for 3 years | 31.24 | 36.63 | 85% |
| Returns for 5 years | 57.51 | 70.18 | 82% |
| Returns for 10 years | 46.85 | 131.64 | 36% |
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