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DALVX vs VIVAX
DALVX vs VIVAX Comparison
Open Charts DALVX vs VIVAX
Dunham Large Cap Value A
Price$19.93
Change-$0.52 (-2.54%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
DALVX vs VIVAX Comparison Chart
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DALVX vs. VIVAX commentary
Dec 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. DALVX (157M). 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 annual gain was more profitable for investors over the last year : 16.42 vs. DALVX (14.64). VIVAX return over 5 years is better than : 44.64 vs. DALVX (35.25).
| 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 | 17.867 | 16.008 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 195B | 0% |
| Annual Yield % from dividends | 0.93 | 2.25 | 41% |
| Returns for 1 year | 14.64 | 16.42 | 89% |
| Returns for 3 years | 7.94 | 20.48 | 39% |
| Returns for 5 years | 35.25 | 44.64 | 79% |
| Returns for 10 years | 32.33 | 104.82 | 31% |
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