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DCLVX vs VIVAX
DCLVX vs VIVAX Comparison
Open Charts DCLVX vs VIVAX
Dunham Large Cap Value C
Price$18.22
Change-$0.21 (-1.14%)
VolumeN/A
Net Assets171.64M
Vanguard Value Index I
Price$68.85
Change-$0.64 (-0.92%)
VolumeN/A
Net Assets192.55B
DCLVX vs VIVAX Comparison Chart
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DCLVX vs. VIVAX commentary
Mar 04, 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 DCLVX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. DCLVX (172M). 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 : 13.65 vs. DCLVX (7.82). VIVAX return over 5 years is better than : 59.90 vs. DCLVX (38.38).
| 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 | 3.773 | 5.192 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 193B | 0% |
| Annual Yield % from dividends | 0.55 | 2.25 | 25% |
| Returns for 1 year | 7.82 | 13.65 | 57% |
| Returns for 3 years | 8.87 | 23.08 | 38% |
| Returns for 5 years | 38.38 | 59.90 | 64% |
| Returns for 10 years | 19.74 | 112.89 | 17% |
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