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DTLVX vs VIVAX
DTLVX vs VIVAX Comparison
Open Charts DTLVX vs VIVAX
Wilshire Large Company Value Invmt
Price$20.52
Change-$0.97 (-4.51%)
VolumeN/A
Net Assets162.37M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
DTLVX vs VIVAX Comparison Chart
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DTLVX vs. VIVAX commentary
Apr 04, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. DTLVX (162M). VIVAX pays higher dividends than DTLVX: VIVAX (2.14) vs DTLVX (0.74). DTLVX was incepted earlier than VIVAX: DTLVX (33 years) vs VIVAX (32 years). DTLVX (1.32) is less costly to investors than VIVAX (0.17). DTLVX is a more actively managed with annual turnover of: 50.00 vs. VIVAX (10.00). 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 : 7.66 vs. DTLVX (-1.01). VIVAX return over 5 years is better than : 101.66 vs. DTLVX (68.07).
| DTLVX | VIVAX | DTLVX / VIVAX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.32 | 0.17 | 776% |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 1.512 | 2.419 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 195B | 0% |
| Annual Yield % from dividends | 0.74 | 2.14 | 35% |
| Returns for 1 year | -1.01 | 7.66 | -13% |
| Returns for 3 years | 1.44 | 17.34 | 8% |
| Returns for 5 years | 68.07 | 101.66 | 67% |
| Returns for 10 years | 11.48 | 106.90 | 11% |
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