Ad is loading...
DNLVX vs VIVIX
DNLVX vs VIVIX Comparison
Open Charts DNLVX vs VIVIX
Dunham Large Cap Value N
Price$19.77
Change-$0.27 (-1.35%)
VolumeN/A
Net Assets169.43M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
DNLVX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DNLVX vs. VIVIX commentary
Feb 23, 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 StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. DNLVX (169M). VIVIX pays higher dividends than DNLVX: VIVIX (2.37) vs DNLVX (1.17). DNLVX was incepted earlier than VIVIX: DNLVX (20 years) vs VIVIX (27 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 annual gain was more profitable for investors over the last year : 13.44 vs. DNLVX (8.89). VIVIX return over 5 years is better than : 47.20 vs. DNLVX (35.20).
| DNLVX | VIVIX | DNLVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 2.862 | 4.165 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 193B | 0% |
| Annual Yield % from dividends | 1.17 | 2.37 | 49% |
| Returns for 1 year | 8.89 | 13.44 | 66% |
| Returns for 3 years | 12.72 | 23.92 | 53% |
| Returns for 5 years | 35.20 | 47.20 | 75% |
| Returns for 10 years | 29.34 | 105.52 | 28% |
View a ticker or compare two or three
VS
VS
Ad is loading...