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DCLVX vs VIVAX
DCLVX vs VIVAX Comparison
Open Charts DCLVX vs VIVAX
Dunham Large Cap Value C
Price$19.40
Change-$0.07 (-0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
DCLVX vs VIVAX Comparison Chart
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DCLVX vs. VIVAX 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 DCLVX is a Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. DCLVX (160M). VIVAX pays higher dividends than DCLVX: VIVAX (2.25) vs DCLVX (0.55). DCLVX was incepted earlier than VIVAX: DCLVX (20 years) vs VIVAX (32 years). DCLVX is a more actively managed with annual turnover of: 29.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than DCLVX: VIVAX (3000) vs DCLVX (5000). VIVAX annual gain was more profitable for investors over the last year : 25.55 vs. DCLVX (23.07). VIVAX return over 5 years is better than : 50.81 vs. DCLVX (35.78).
| DCLVX | VIVAX | DCLVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 19.605 | 17.912 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 184B | 0% |
| Annual Yield % from dividends | 0.55 | 2.25 | 25% |
| Returns for 1 year | 23.07 | 25.55 | 90% |
| Returns for 3 years | 5.25 | 21.58 | 24% |
| Returns for 5 years | 35.78 | 50.81 | 70% |
| Returns for 10 years | 24.89 | 110.46 | 23% |