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DALVX vs VIVAX
DALVX vs VIVAX Comparison
Open Charts DALVX vs VIVAX
Dunham Large Cap Value A
Price$18.36
Change+$0.25 (+1.38%)
VolumeN/A
Net Assets172.94M
Vanguard Value Index I
Price$64.41
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
DALVX vs VIVAX Comparison Chart
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DALVX vs. VIVAX commentary
Apr 25, 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: 191B vs. DALVX (173M). VIVAX pays higher dividends than DALVX: VIVAX (2.14) vs DALVX (0.56). DALVX was incepted earlier than VIVAX: DALVX (18 years) vs VIVAX (33 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 : 3.39 vs. DALVX (-2.26). VIVAX return over 5 years is better than : 69.89 vs. DALVX (52.61).
| 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 | 33 years | - |
| Gain YTD | -5.282 | -3.426 | 154% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 191B | 0% |
| Annual Yield % from dividends | 0.56 | 2.14 | 26% |
| Returns for 1 year | -2.26 | 3.39 | -66% |
| Returns for 3 years | 3.62 | 12.71 | 29% |
| Returns for 5 years | 52.61 | 69.89 | 75% |
| Returns for 10 years | 16.16 | 92.45 | 17% |
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