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DNLVX vs VIVAX
DNLVX vs VIVAX Comparison
Open Charts DNLVX vs VIVAX
Dunham Large Cap Value N
Price$21.35
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets183.77M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
DNLVX vs VIVAX Comparison Chart in %
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DNLVX vs. VIVAX commentary
Sep 08, 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 DNLVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. DNLVX (184M). VIVAX pays higher dividends than DNLVX: VIVAX (1.99) vs DNLVX (0.73). DNLVX was incepted earlier than VIVAX: DNLVX (21 years) vs VIVAX (33 years). DNLVX (1.19) is less costly to investors than VIVAX (0.17). DNLVX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than DNLVX: VIVAX (3000) vs DNLVX (100000). DNLVX annual gain was more profitable for investors over the last year : 8.36 vs. VIVAX (7.74). VIVAX return over 5 years is better than : 70.18 vs. DNLVX (59.68).
| DNLVX | VIVAX | DNLVX / VIVAX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 11.082 | 7.845 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 203B | 0% |
| Annual Yield % from dividends | 0.73 | 1.99 | 37% |
| Returns for 1 year | 8.36 | 7.74 | 108% |
| Returns for 3 years | 32.27 | 36.63 | 88% |
| Returns for 5 years | 59.68 | 70.18 | 85% |
| Returns for 10 years | 50.15 | 131.64 | 38% |
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