Interact to see
Advertisement
Advertisement
DNLVX vs VIVIX
DNLVX vs VIVIX Comparison
Open Charts DNLVX vs VIVIX
Dunham Large Cap Value N
Price$19.29
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets169.98M
Vanguard Value Index I
Price$65.92
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
DNLVX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DNLVX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. DNLVX (170M). VIVIX pays higher dividends than DNLVX: VIVIX (2.35) vs DNLVX (0.83). DNLVX was incepted earlier than VIVIX: DNLVX (20 years) vs VIVIX (27 years). DNLVX (1.19) is less costly to investors than VIVIX (0.04). DNLVX is a more actively managed with annual turnover of: 23.00 vs. VIVIX (9.00). DNLVX has a lower initial minimum investment than VIVIX: DNLVX (100000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.71 vs. DNLVX (2.43). VIVIX return over 5 years is better than : 75.20 vs. DNLVX (63.35).
| DNLVX | VIVIX | DNLVX / VIVIX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 0.884 | 0.391 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 184B | 0% |
| Annual Yield % from dividends | 0.83 | 2.35 | 35% |
| Returns for 1 year | 2.43 | 4.71 | 52% |
| Returns for 3 years | 16.42 | 21.97 | 75% |
| Returns for 5 years | 63.35 | 75.20 | 84% |
| Returns for 10 years | 24.98 | 97.31 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement