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DNLVX vs VIVIX
DNLVX vs VIVIX Comparison
Open Charts DNLVX vs VIVIX
Dunham Large Cap Value N
Price$21.21
Change-$0.13 (-0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.33
Change-$0.54 (-0.77%)
VolumeN/A
CapitalizationN/A
DNLVX vs VIVIX Comparison Chart
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DNLVX vs. VIVIX 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 VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. DNLVX (162M). VIVIX pays higher dividends than DNLVX: VIVIX (2.37) vs DNLVX (1.17). DNLVX was incepted earlier than VIVIX: DNLVX (20 years) vs VIVIX (26 years). DNLVX is a more actively managed with annual turnover of: 29.00 vs. VIVIX (10.00). DNLVX has a lower initial minimum investment than VIVIX: DNLVX (100000) vs VIVIX (5000000). VIVIX (30.20) and DNLVX (29.74) have marching annual gain over last year. VIVIX return over 5 years is better than : 54.44 vs. DNLVX (47.08).
| DNLVX | VIVIX | DNLVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 22.292 | 19.930 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 184B | 0% |
| Annual Yield % from dividends | 1.17 | 2.37 | 49% |
| Returns for 1 year | 29.74 | 30.20 | 98% |
| Returns for 3 years | 10.72 | 23.47 | 46% |
| Returns for 5 years | 47.08 | 54.44 | 86% |
| Returns for 10 years | 41.56 | 115.52 | 36% |
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