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DCLVX vs VIVIX
DCLVX vs VIVIX Comparison
Open Charts DCLVX vs VIVIX
Dunham Large Cap Value C
Price$17.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets173.13M
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
DCLVX vs VIVIX Comparison Chart
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DCLVX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. DCLVX (173M). VIVIX pays higher dividends than DCLVX: VIVIX (2.35) vs DCLVX (0.10). DCLVX was incepted earlier than VIVIX: DCLVX (20 years) vs VIVIX (27 years). DCLVX (2.19) is less costly to investors than VIVIX (0.04). DCLVX is a more actively managed with annual turnover of: 23.00 vs. VIVIX (9.00). DCLVX has a lower initial minimum investment than VIVIX: DCLVX (5000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.70 vs. DCLVX (-0.53). VIVIX return over 5 years is better than : 72.85 vs. DCLVX (49.05).
| DCLVX | VIVIX | DCLVX / VIVIX | |
| Total Expense Ratio | 2.19 | 0.04 | 5,475% |
| Annual Report Gross Expense Ratio | 2.19 | 0.04 | 5,475% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -1.577 | -0.563 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 184B | 0% |
| Annual Yield % from dividends | 0.10 | 2.35 | 4% |
| Returns for 1 year | -0.53 | 4.70 | -11% |
| Returns for 3 years | 10.37 | 21.55 | 48% |
| Returns for 5 years | 49.05 | 72.85 | 67% |
| Returns for 10 years | 11.18 | 97.55 | 11% |
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