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DVLRX vs VISVX
DVLRX vs VISVX Comparison
Open Charts DVLRX vs VISVX
Delaware Small Cap Value R
Price$63.76
Change-$0.97 (-1.50%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.62 (-1.24%)
VolumeN/A
CapitalizationN/A
DVLRX vs VISVX Comparison Chart
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DVLRX vs. VISVX 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 DVLRX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. DVLRX (4.18B). VISVX pays higher dividends than DVLRX: VISVX (1.90) vs DVLRX (1.15). DVLRX was incepted earlier than VISVX: DVLRX (22 years) vs VISVX (27 years). DVLRX is a more actively managed with annual turnover of: 27.00 vs. VISVX (16.00). DVLRX has a lower initial minimum investment than VISVX: DVLRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. DVLRX (4.16). VISVX return over 5 years is better than : 52.67 vs. DVLRX (10.57).
| DVLRX | VISVX | DVLRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 2.861 | 14.945 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 63B | 7% |
| Annual Yield % from dividends | 1.15 | 1.90 | 60% |
| Returns for 1 year | 4.16 | 16.18 | 26% |
| Returns for 3 years | -7.50 | 20.58 | -36% |
| Returns for 5 years | 10.57 | 52.67 | 20% |
| Returns for 10 years | 24.32 | 105.07 | 23% |
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