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DCLVX vs VIVIX
DCLVX vs VIVIX Comparison
Open Charts DCLVX vs VIVIX
Dunham Large Cap Value C
Price$16.63
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets170.42M
Vanguard Value Index I
Price$63.10
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets190.51B
DCLVX vs VIVIX Comparison Chart
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DCLVX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. DCLVX (170M). VIVIX pays higher dividends than DCLVX: VIVIX (2.27) vs DCLVX (0.10). DCLVX was incepted earlier than VIVIX: DCLVX (20 years) vs VIVIX (27 years). DCLVX (2.04) is less costly to investors than VIVIX (0.04). DCLVX is a more actively managed with annual turnover of: 23.00 vs. VIVIX (10.00). 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 : 4.49 vs. DCLVX (-2.43). VIVIX return over 5 years is better than : 64.56 vs. DCLVX (40.06).
| DCLVX | VIVIX | DCLVX / VIVIX | |
| Total Expense Ratio | 2.04 | 0.04 | 5,100% |
| Annual Report Gross Expense Ratio | 2.04 | 0.04 | 5,100% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -6.419 | -4.638 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 191B | 0% |
| Annual Yield % from dividends | 0.10 | 2.27 | 4% |
| Returns for 1 year | -2.43 | 4.49 | -54% |
| Returns for 3 years | -2.90 | 9.29 | -31% |
| Returns for 5 years | 40.06 | 64.56 | 62% |
| Returns for 10 years | 5.97 | 90.25 | 7% |
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