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DNLVX vs VIVAX
DNLVX vs VIVAX Comparison
Open Charts DNLVX vs VIVAX
Dunham Large Cap Value N
Price$19.46
Change+$0.12 (+0.62%)
VolumeN/A
Net Assets174.13M
Vanguard Value Index I
Price$67.64
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets195.24B
DNLVX vs VIVAX Comparison Chart
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DNLVX vs. VIVAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. DNLVX (174M). VIVAX pays higher dividends than DNLVX: VIVAX (2.14) vs DNLVX (0.80). DNLVX was incepted earlier than VIVAX: DNLVX (20 years) vs VIVAX (32 years). DNLVX (1.04) is less costly to investors than VIVAX (0.17). DNLVX is a more actively managed with annual turnover of: 23.00 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 : 7.07 vs. DNLVX (1.74). VIVAX return over 5 years is better than : 100.53 vs. DNLVX (82.14).
| DNLVX | VIVAX | DNLVX / VIVAX | |
| Total Expense Ratio | 1.04 | 0.17 | 612% |
| Annual Report Gross Expense Ratio | 1.04 | 0.17 | 612% |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 0.624 | 1.843 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 195B | 0% |
| Annual Yield % from dividends | 0.80 | 2.14 | 37% |
| Returns for 1 year | 1.74 | 7.07 | 25% |
| Returns for 3 years | 6.56 | 16.40 | 40% |
| Returns for 5 years | 82.14 | 100.53 | 82% |
| Returns for 10 years | 29.09 | 107.12 | 27% |
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