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DCLVX vs VIVIX
DCLVX vs VIVIX Comparison
Open Charts DCLVX vs VIVIX
Dunham Large Cap Value C
Price$18.66
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets169.92M
Vanguard Value Index I
Price$69.33
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
DCLVX vs VIVIX Comparison Chart
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DCLVX vs. VIVIX 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. DCLVX (170M). VIVIX pays higher dividends than DCLVX: VIVIX (2.37) vs DCLVX (0.55). DCLVX was incepted earlier than VIVIX: DCLVX (20 years) vs VIVIX (27 years). DCLVX is a more actively managed with annual turnover of: 29.00 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 : 16.72 vs. DCLVX (12.81). VIVIX return over 5 years is better than : 50.85 vs. DCLVX (31.57).
| DCLVX | VIVIX | DCLVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 3.941 | 3.922 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 184B | 0% |
| Annual Yield % from dividends | 0.55 | 2.37 | 23% |
| Returns for 1 year | 12.81 | 16.72 | 77% |
| Returns for 3 years | 7.41 | 21.06 | 35% |
| Returns for 5 years | 31.57 | 50.85 | 62% |
| Returns for 10 years | 23.77 | 114.24 | 21% |
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