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DALVX vs VIVAX
DALVX vs VIVAX Comparison
Open Charts DALVX vs VIVAX
Dunham Large Cap Value A
Price$19.21
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets172.91M
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
DALVX vs VIVAX Comparison Chart
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DALVX vs. VIVAX commentary
May 23, 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: 184B vs. DALVX (173M). VIVAX pays higher dividends than DALVX: VIVAX (2.22) vs DALVX (0.57). DALVX was incepted earlier than VIVAX: DALVX (18 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 : 6.24 vs. DALVX (3.40). VIVAX return over 5 years is better than : 78.41 vs. DALVX (64.01).
| DALVX | VIVAX | DALVX / VIVAX | |
| Total Expense Ratio | 1.44 | 0.17 | 847% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 18 years | 33 years | - |
| Gain YTD | 2.458 | 2.222 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 184B | 0% |
| Annual Yield % from dividends | 0.57 | 2.22 | 26% |
| Returns for 1 year | 3.40 | 6.24 | 55% |
| Returns for 3 years | 19.66 | 26.44 | 74% |
| Returns for 5 years | 64.01 | 78.41 | 82% |
| Returns for 10 years | 24.31 | 100.98 | 24% |
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