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DNLVX vs VIVIX
DNLVX vs VIVIX Comparison
Open Charts DNLVX vs VIVIX
Dunham Large Cap Value N
Price$18.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets175.31M
Vanguard Value Index I
Price$64.28
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets190.51B
DNLVX vs VIVIX Comparison Chart
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DNLVX vs. VIVIX commentary
Apr 28, 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: 191B vs. DNLVX (175M). VIVIX pays higher dividends than DNLVX: VIVIX (2.27) vs DNLVX (0.80). DNLVX was incepted earlier than VIVIX: DNLVX (20 years) vs VIVIX (27 years). DNLVX (1.04) is less costly to investors than VIVIX (0.04). DNLVX is a more actively managed with annual turnover of: 23.00 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 : 4.43 vs. DNLVX (-0.18). VIVIX return over 5 years is better than : 71.29 vs. DNLVX (56.82).
| DNLVX | VIVIX | DNLVX / VIVIX | |
| Total Expense Ratio | 1.04 | 0.04 | 2,600% |
| Annual Report Gross Expense Ratio | 1.04 | 0.04 | 2,600% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -3.850 | -2.623 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 191B | 0% |
| Annual Yield % from dividends | 0.80 | 2.27 | 35% |
| Returns for 1 year | -0.18 | 4.43 | -4% |
| Returns for 3 years | 8.18 | 15.65 | 52% |
| Returns for 5 years | 56.82 | 71.29 | 80% |
| Returns for 10 years | 19.82 | 92.76 | 21% |
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