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DNLVX vs VIVAX
DNLVX vs VIVAX Comparison
Open Charts DNLVX vs VIVAX
Dunham Large Cap Value N
Price$18.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets175.31M
Vanguard Value Index I
Price$64.30
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets190.51B
DNLVX vs VIVAX Comparison Chart
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DNLVX vs. VIVAX commentary
Apr 28, 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: 191B vs. DNLVX (175M). VIVAX pays higher dividends than DNLVX: VIVAX (2.14) vs DNLVX (0.80). DNLVX was incepted earlier than VIVAX: DNLVX (20 years) vs VIVAX (33 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 : 4.42 vs. DNLVX (-0.18). VIVAX return over 5 years is better than : 71.28 vs. DNLVX (56.82).
| 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 | 33 years | - |
| Gain YTD | -3.850 | -2.639 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 191B | 0% |
| Annual Yield % from dividends | 0.80 | 2.14 | 37% |
| Returns for 1 year | -0.18 | 4.42 | -4% |
| Returns for 3 years | 8.18 | 15.65 | 52% |
| Returns for 5 years | 56.82 | 71.28 | 80% |
| Returns for 10 years | 19.82 | 92.80 | 21% |
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