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DTLVX vs VVIAX
DTLVX vs VVIAX Comparison
Open Charts DTLVX vs VVIAX
Wilshire Large Company Value Invmt
Price$21.21
Change-$0.60 (-2.75%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
DTLVX vs VVIAX Comparison Chart
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DTLVX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. DTLVX (166M). VVIAX pays higher dividends than DTLVX: VVIAX (2.36) vs DTLVX (0.51). DTLVX was incepted earlier than VVIAX: DTLVX (32 years) vs VVIAX (24 years). DTLVX is a more actively managed with annual turnover of: 50.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than DTLVX: VVIAX (3000) vs DTLVX (250000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. DTLVX (10.41). VVIAX return over 5 years is better than : 44.62 vs. DTLVX (12.34).
| DTLVX | VVIAX | DTLVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 9.344 | 16.051 | 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 | 2.36 | 22% |
| Returns for 1 year | 10.41 | 16.45 | 63% |
| Returns for 3 years | 2.63 | 20.49 | 13% |
| Returns for 5 years | 12.34 | 44.62 | 28% |
| Returns for 10 years | 12.83 | 104.84 | 12% |