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DNLVX vs VIVAX
DNLVX vs VIVAX Comparison
Open Charts DNLVX vs VIVAX
Dunham Large Cap Value N
Price$21.21
Change-$0.13 (-0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.35
Change-$0.54 (-0.77%)
VolumeN/A
CapitalizationN/A
DNLVX vs VIVAX Comparison Chart
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DNLVX vs. VIVAX commentary
Nov 13, 2024
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 StrongSell and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. DNLVX (162M). 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 (30.21) and DNLVX (29.74) have marching annual gain over last year. VIVAX return over 5 years is better than : 54.46 vs. DNLVX (47.08).
| 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 | 22.292 | 19.920 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 184B | 0% |
| Annual Yield % from dividends | 1.17 | 2.25 | 52% |
| Returns for 1 year | 29.74 | 30.21 | 98% |
| Returns for 3 years | 10.72 | 23.47 | 46% |
| Returns for 5 years | 47.08 | 54.46 | 86% |
| Returns for 10 years | 41.56 | 115.48 | 36% |