Interact to see
Advertisement
Advertisement
DTLVX vs VIVAX
DTLVX vs VIVAX Comparison
Open Charts DTLVX vs VIVAX
Wilshire Large Company Value Invmt
Price$22.67
Change+$0.22 (+0.98%)
VolumeN/A
Net Assets165.85M
Vanguard Value Index I
Price$69.68
Change+$0.70 (+1.01%)
VolumeN/A
Net Assets188.77B
DTLVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DTLVX vs. VIVAX commentary
Jul 02, 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 DTLVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. DTLVX (166M). VIVAX pays higher dividends than DTLVX: VIVAX (2.06) vs DTLVX (0.71). DTLVX was incepted earlier than VIVAX: DTLVX (33 years) vs VIVAX (33 years). DTLVX (1.31) is less costly to investors than VIVAX (0.17). DTLVX is a more actively managed with annual turnover of: 38.00 vs. VIVAX (9.00). DTLVX has a lower initial minimum investment than VIVAX: DTLVX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 10.71 vs. DTLVX (5.54). VIVAX return over 5 years is better than : 77.19 vs. DTLVX (44.95).
| DTLVX | VIVAX | DTLVX / VIVAX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 6.046 | 4.467 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 189B | 0% |
| Annual Yield % from dividends | 0.71 | 2.06 | 34% |
| Returns for 1 year | 5.54 | 10.71 | 52% |
| Returns for 3 years | 21.37 | 32.94 | 65% |
| Returns for 5 years | 44.95 | 77.19 | 58% |
| Returns for 10 years | 15.92 | 111.23 | 14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement