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DNLVX vs VIVAX
DNLVX vs VIVAX Comparison
Open Charts DNLVX vs VIVAX
Dunham Large Cap Value N
Price$19.77
Change-$0.27 (-1.35%)
VolumeN/A
Net Assets169.43M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
DNLVX vs VIVAX Comparison Chart
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DNLVX vs. VIVAX commentary
Feb 23, 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 StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. DNLVX (169M). VIVAX pays higher dividends than DNLVX: VIVAX (2.25) vs DNLVX (1.17). DNLVX was incepted earlier than VIVAX: DNLVX (20 years) vs VIVAX (32 years). DNLVX is a more actively managed with annual turnover of: 29.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than DNLVX: VIVAX (3000) vs DNLVX (100000). VIVAX annual gain was more profitable for investors over the last year : 13.43 vs. DNLVX (8.89). VIVAX return over 5 years is better than : 47.22 vs. DNLVX (35.20).
| DNLVX | VIVAX | DNLVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 2.862 | 4.148 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 193B | 0% |
| Annual Yield % from dividends | 1.17 | 2.25 | 52% |
| Returns for 1 year | 8.89 | 13.43 | 66% |
| Returns for 3 years | 12.72 | 23.92 | 53% |
| Returns for 5 years | 35.20 | 47.22 | 75% |
| Returns for 10 years | 29.34 | 105.56 | 28% |
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