Ad is loading...
DVLRX vs VISVX
DVLRX vs VISVX Comparison
Open Charts DVLRX vs VISVX
Delaware Small Cap Value R
Price$71.21
Change+$0.24 (+0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.13
Change+$0.03 (+0.06%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DVLRX vs VISVX Comparison Chart
Loading...
DVLRX vs. VISVX commentary
Oct 18, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. DVLRX (4.71B). VISVX pays higher dividends than DVLRX: VISVX (1.90) vs DVLRX (1.15). DVLRX was incepted earlier than VISVX: DVLRX (21 years) vs VISVX (26 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 : 28.86 vs. DVLRX (19.10). VISVX return over 5 years is better than : 61.89 vs. DVLRX (27.42).
| DVLRX | VISVX | DVLRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 13.479 | 14.200 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 58.3B | 8% |
| Annual Yield % from dividends | 1.15 | 1.90 | 60% |
| Returns for 1 year | 19.10 | 28.86 | 66% |
| Returns for 3 years | -1.95 | 17.56 | -11% |
| Returns for 5 years | 27.42 | 61.89 | 44% |
| Returns for 10 years | 47.01 | 123.52 | 38% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LSCRX | 24.22 | 0.36 | +1.51% |
| Loomis Sayles Small Cap Value Retail | |||
| OSGCX | 10.25 | 0.12 | +1.18% |
| JPMorgan Small Cap Growth C | |||
| AMECX | 26.16 | 0.12 | +0.46% |
| American Funds Income Fund of Amer A | |||
| GESOX | 19.91 | 0.06 | +0.30% |
| Lazard Global Equity Select Port Open | |||
| BAFGX | 31.65 | 0.01 | +0.03% |
| Brown Advisory Growth Equity Inst | |||