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DALVX vs VIVIX
DALVX vs VIVIX Comparison
Open Charts DALVX vs VIVIX
Dunham Large Cap Value A
Price$19.71
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets168.79M
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
DALVX vs VIVIX Comparison Chart
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DALVX vs. VIVIX commentary
Jan 19, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. DALVX (169M). VIVIX pays higher dividends than DALVX: VIVIX (2.37) vs DALVX (0.93). DALVX was incepted earlier than VIVIX: DALVX (18 years) vs VIVIX (27 years). DALVX is a more actively managed with annual turnover of: 29.00 vs. VIVIX (10.00). DALVX has a lower initial minimum investment than VIVIX: DALVX (5000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 18.21 vs. DALVX (15.29). VIVIX return over 5 years is better than : 44.19 vs. DALVX (31.31).
| DALVX | VIVIX | DALVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 3.086 | 3.211 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 184B | 0% |
| Annual Yield % from dividends | 0.93 | 2.37 | 39% |
| Returns for 1 year | 15.29 | 18.21 | 84% |
| Returns for 3 years | 7.77 | 18.46 | 42% |
| Returns for 5 years | 31.31 | 44.19 | 71% |
| Returns for 10 years | 33.39 | 111.13 | 30% |
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