Interact to see
Advertisement
Advertisement
DALVX vs VIVIX
DALVX vs VIVIX Comparison
Open Charts DALVX vs VIVIX
Dunham Large Cap Value A
Price$20.70
Change+$0.14 (+0.68%)
VolumeN/A
Net Assets174.94M
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
DALVX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DALVX vs. VIVIX commentary
Jul 06, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. DALVX (175M). VIVIX pays higher dividends than DALVX: VIVIX (2.19) vs DALVX (0.53). DALVX was incepted earlier than VIVIX: DALVX (19 years) vs VIVIX (27 years). DALVX (1.44) is less costly to investors than VIVIX (0.04). DALVX is a more actively managed with annual turnover of: 23.00 vs. VIVIX (9.00). 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 : 12.05 vs. DALVX (10.24). VIVIX return over 5 years is better than : 80.14 vs. DALVX (65.92).
| DALVX | VIVIX | DALVX / VIVIX | |
| Total Expense Ratio | 1.44 | 0.04 | 3,600% |
| Annual Report Gross Expense Ratio | 1.44 | 0.04 | 3,600% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 8.264 | 6.215 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 189B | 0% |
| Annual Yield % from dividends | 0.53 | 2.19 | 24% |
| Returns for 1 year | 10.24 | 12.05 | 85% |
| Returns for 3 years | 30.09 | 35.17 | 86% |
| Returns for 5 years | 65.92 | 80.14 | 82% |
| Returns for 10 years | 35.62 | 115.68 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers