Ad is loading...
DNLVX vs VIVIX
DNLVX vs VIVIX Comparison
Open Charts DNLVX vs VIVIX
Dunham Large Cap Value N
Price$19.46
Change+$0.12 (+0.62%)
VolumeN/A
Net Assets174.13M
Vanguard Value Index I
Price$67.61
Change+$0.38 (+0.57%)
VolumeN/A
Net Assets195.24B
DNLVX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DNLVX vs. VIVIX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. DNLVX (174M). 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 : 7.07 vs. DNLVX (1.74). VIVIX return over 5 years is better than : 100.53 vs. DNLVX (82.14).
| 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 | 0.624 | 1.846 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 195B | 0% |
| Annual Yield % from dividends | 0.80 | 2.27 | 35% |
| Returns for 1 year | 1.74 | 7.07 | 25% |
| Returns for 3 years | 6.56 | 16.40 | 40% |
| Returns for 5 years | 82.14 | 100.53 | 82% |
| Returns for 10 years | 29.09 | 107.06 | 27% |
View a ticker or compare two or three
VS
VS
Ad is loading...