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DALVX vs VIVAX
DALVX vs VIVAX Comparison
Open Charts DALVX vs VIVAX
Dunham Large Cap Value A
Price$18.54
Change-$0.80 (-4.14%)
VolumeN/A
Net Assets175.21M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
DALVX vs VIVAX Comparison Chart
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DALVX vs. VIVAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. DALVX (175M). VIVAX pays higher dividends than DALVX: VIVAX (2.14) vs DALVX (0.56). DALVX was incepted earlier than VIVAX: DALVX (18 years) vs VIVAX (32 years). DALVX (1.29) is less costly to investors than VIVAX (0.17). DALVX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (10.00). 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 : 7.66 vs. DALVX (1.92). VIVAX return over 5 years is better than : 101.66 vs. DALVX (80.97).
| DALVX | VIVAX | DALVX / VIVAX | |
| Total Expense Ratio | 1.29 | 0.17 | 759% |
| Annual Report Gross Expense Ratio | 1.29 | 0.17 | 759% |
| Fund Existence | 18 years | 32 years | - |
| Gain YTD | 1.151 | 2.419 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 195B | 0% |
| Annual Yield % from dividends | 0.56 | 2.14 | 26% |
| Returns for 1 year | 1.92 | 7.66 | 25% |
| Returns for 3 years | 6.55 | 17.34 | 38% |
| Returns for 5 years | 80.97 | 101.66 | 80% |
| Returns for 10 years | 26.17 | 106.90 | 24% |
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