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DVLRX vs VISVX
DVLRX vs VISVX Comparison
Open Charts DVLRX vs VISVX
Delaware Small Cap Value R
Price$72.72
Change-$0.47 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
DVLRX vs VISVX Comparison Chart
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DVLRX vs. VISVX commentary
Nov 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: 57.6B vs. DVLRX (4.73B). VISVX pays higher dividends than DVLRX: VISVX (1.90) vs DVLRX (1.15). DVLRX was incepted earlier than VISVX: DVLRX (21 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 : 28.71 vs. DVLRX (21.31). VISVX return over 5 years is better than : 57.32 vs. DVLRX (24.66).
| DVLRX | VISVX | DVLRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 16.278 | 15.433 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 57.6B | 8% |
| Annual Yield % from dividends | 1.15 | 1.90 | 60% |
| Returns for 1 year | 21.31 | 28.71 | 74% |
| Returns for 3 years | -5.75 | 13.23 | -43% |
| Returns for 5 years | 24.66 | 57.32 | 43% |
| Returns for 10 years | 40.16 | 108.21 | 37% |