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DNLVX vs VIVAX
DNLVX vs VIVAX Comparison
Open Charts DNLVX vs VIVAX
Dunham Large Cap Value N
Price$19.29
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets169.98M
Vanguard Value Index I
Price$65.93
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
DNLVX vs VIVAX Comparison Chart
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DNLVX vs. VIVAX commentary
May 24, 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: 184B vs. DNLVX (170M). VIVAX pays higher dividends than DNLVX: VIVAX (2.22) vs DNLVX (0.83). DNLVX was incepted earlier than VIVAX: DNLVX (20 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). VIVAX annual gain was more profitable for investors over the last year : 4.71 vs. DNLVX (2.43). VIVAX return over 5 years is better than : 75.18 vs. DNLVX (63.35).
| DNLVX | VIVAX | DNLVX / VIVAX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 0.884 | 0.375 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 184B | 0% |
| Annual Yield % from dividends | 0.83 | 2.22 | 37% |
| Returns for 1 year | 2.43 | 4.71 | 52% |
| Returns for 3 years | 16.42 | 21.97 | 75% |
| Returns for 5 years | 63.35 | 75.18 | 84% |
| Returns for 10 years | 24.98 | 97.35 | 26% |
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