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DALVX vs VIVIX
DALVX vs VIVIX Comparison
Open Charts DALVX vs VIVIX
Dunham Large Cap Value A
Price$20.89
Change-$0.07 (-0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.70
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
DALVX vs VIVIX Comparison Chart
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DALVX vs. VIVIX commentary
Nov 18, 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 Buy and VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. DALVX (160M). VIVIX pays higher dividends than DALVX: VIVIX (2.37) vs DALVX (0.93). DALVX was incepted earlier than VIVIX: DALVX (18 years) vs VIVIX (26 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 (25.54) and DALVX (24.36) have marching annual gain over last year. VIVIX return over 5 years is better than : 50.79 vs. DALVX (42.15).
| DALVX | VIVIX | DALVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 20.403 | 17.922 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 184B | 0% |
| Annual Yield % from dividends | 0.93 | 2.37 | 39% |
| Returns for 1 year | 24.36 | 25.54 | 95% |
| Returns for 3 years | 8.47 | 21.57 | 39% |
| Returns for 5 years | 42.15 | 50.79 | 83% |
| Returns for 10 years | 35.76 | 110.50 | 32% |