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DALVX vs VIVAX
DALVX vs VIVAX Comparison
Open Charts DALVX vs VIVAX
Dunham Large Cap Value A
Price$20.89
Change-$0.07 (-0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
DALVX vs VIVAX Comparison Chart
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DALVX vs. VIVAX commentary
Nov 18, 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 DALVX is a Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. DALVX (160M). VIVAX pays higher dividends than DALVX: VIVAX (2.25) vs DALVX (0.93). DALVX was incepted earlier than VIVAX: DALVX (18 years) vs VIVAX (32 years). DALVX is a more actively managed with annual turnover of: 29.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than DALVX: VIVAX (3000) vs DALVX (5000). VIVAX (25.55) and DALVX (24.36) have marching annual gain over last year. VIVAX return over 5 years is better than : 50.81 vs. DALVX (42.15).
| DALVX | VIVAX | DALVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 20.403 | 17.912 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 184B | 0% |
| Annual Yield % from dividends | 0.93 | 2.25 | 41% |
| Returns for 1 year | 24.36 | 25.55 | 95% |
| Returns for 3 years | 8.47 | 21.58 | 39% |
| Returns for 5 years | 42.15 | 50.81 | 83% |
| Returns for 10 years | 35.76 | 110.46 | 32% |
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