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DTLVX vs VIVAX
DTLVX vs VIVAX Comparison
Open Charts DTLVX vs VIVAX
Wilshire Large Company Value Invmt
Price$21.21
Change-$0.60 (-2.75%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
DTLVX vs VIVAX Comparison Chart
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DTLVX vs. VIVAX commentary
Dec 19, 2024
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 (166M). VIVAX pays higher dividends than DTLVX: VIVAX (2.25) vs DTLVX (0.51). DTLVX was incepted earlier than VIVAX: DTLVX (32 years) vs VIVAX (32 years). DTLVX is a more actively managed with annual turnover of: 50.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than DTLVX: VIVAX (3000) vs DTLVX (250000). VIVAX annual gain was more profitable for investors over the last year : 16.42 vs. DTLVX (10.41). VIVAX return over 5 years is better than : 44.64 vs. DTLVX (12.34).
| DTLVX | VIVAX | DTLVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 9.344 | 16.008 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 195B | 0% |
| Annual Yield % from dividends | 0.51 | 2.25 | 23% |
| Returns for 1 year | 10.41 | 16.42 | 63% |
| Returns for 3 years | 2.63 | 20.48 | 13% |
| Returns for 5 years | 12.34 | 44.64 | 28% |
| Returns for 10 years | 12.83 | 104.82 | 12% |
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