Ad is loading...
DCLVX vs VIVAX
DCLVX vs VIVAX Comparison
Open Charts DCLVX vs VIVAX
Dunham Large Cap Value C
Price$17.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets173.13M
Vanguard Value Index I
Price$65.59
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
DCLVX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DCLVX vs. VIVAX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. DCLVX (173M). VIVAX pays higher dividends than DCLVX: VIVAX (2.22) vs DCLVX (0.10). DCLVX was incepted earlier than VIVAX: DCLVX (20 years) vs VIVAX (33 years). DCLVX (2.19) is less costly to investors than VIVAX (0.17). DCLVX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). 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 : 4.69 vs. DCLVX (-0.53). VIVAX return over 5 years is better than : 72.83 vs. DCLVX (49.05).
| DCLVX | VIVAX | DCLVX / VIVAX | |
| Total Expense Ratio | 2.19 | 0.17 | 1,288% |
| Annual Report Gross Expense Ratio | 2.19 | 0.17 | 1,288% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -1.577 | -0.579 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 184B | 0% |
| Annual Yield % from dividends | 0.10 | 2.22 | 5% |
| Returns for 1 year | -0.53 | 4.69 | -11% |
| Returns for 3 years | 10.37 | 21.55 | 48% |
| Returns for 5 years | 49.05 | 72.83 | 67% |
| Returns for 10 years | 11.18 | 97.58 | 11% |
View a ticker or compare two or three
VS
VS
Ad is loading...