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DALVX vs VIVAX
DALVX vs VIVAX Comparison
Open Charts DALVX vs VIVAX
Dunham Large Cap Value A
Price$20.70
Change+$0.14 (+0.68%)
VolumeN/A
Net Assets174.94M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
DALVX vs VIVAX Comparison Chart in %
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DALVX vs. VIVAX commentary
Jul 06, 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 StrongBuy 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 (2.06) vs DALVX (0.53). 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). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. DALVX (10.24). VIVAX return over 5 years is better than : 80.14 vs. DALVX (65.92).
| 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 | 8.264 | 6.209 | 133% |
| 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 | 0.53 | 2.06 | 26% |
| Returns for 1 year | 10.24 | 12.04 | 85% |
| Returns for 3 years | 30.09 | 35.16 | 86% |
| Returns for 5 years | 65.92 | 80.14 | 82% |
| Returns for 10 years | 35.62 | 115.74 | 31% |
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