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DCLVX vs VIVAX
DCLVX vs VIVAX Comparison
Open Charts DCLVX vs VIVAX
Dunham Large Cap Value C
Price$16.63
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets170.42M
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
DCLVX vs VIVAX Comparison Chart
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DCLVX vs. VIVAX commentary
Apr 18, 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: 191B vs. DCLVX (170M). VIVAX pays higher dividends than DCLVX: VIVAX (2.14) vs DCLVX (0.10). DCLVX was incepted earlier than VIVAX: DCLVX (20 years) vs VIVAX (32 years). DCLVX (2.04) is less costly to investors than VIVAX (0.17). DCLVX is a more actively managed with annual turnover of: 23.00 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 : 4.48 vs. DCLVX (-2.43). VIVAX return over 5 years is better than : 64.54 vs. DCLVX (40.06).
| DCLVX | VIVAX | DCLVX / VIVAX | |
| Total Expense Ratio | 2.04 | 0.17 | 1,200% |
| Annual Report Gross Expense Ratio | 2.04 | 0.17 | 1,200% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | -6.419 | -4.652 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 191B | 0% |
| Annual Yield % from dividends | 0.10 | 2.14 | 5% |
| Returns for 1 year | -2.43 | 4.48 | -54% |
| Returns for 3 years | -2.90 | 9.28 | -31% |
| Returns for 5 years | 40.06 | 64.54 | 62% |
| Returns for 10 years | 5.97 | 90.29 | 7% |
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