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DCLVX vs VIVAX
DCLVX vs VIVAX Comparison
Open Charts DCLVX vs VIVAX
Dunham Large Cap Value C
Price$18.66
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets169.92M
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
DCLVX vs VIVAX Comparison Chart
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DCLVX vs. VIVAX commentary
Jan 31, 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 StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. DCLVX (170M). 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 : 16.70 vs. DCLVX (12.81). VIVAX return over 5 years is better than : 50.84 vs. DCLVX (31.57).
| 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 | 3.941 | 3.906 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 184B | 0% |
| Annual Yield % from dividends | 0.55 | 2.25 | 25% |
| Returns for 1 year | 12.81 | 16.70 | 77% |
| Returns for 3 years | 7.41 | 21.04 | 35% |
| Returns for 5 years | 31.57 | 50.84 | 62% |
| Returns for 10 years | 23.77 | 114.28 | 21% |
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