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DVZRX vs VISVX
DVZRX vs VISVX Comparison
Open Charts DVZRX vs VISVX
Delaware Small Cap Value R6
Price$77.97
Change-$0.85 (-1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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DVZRX vs VISVX Comparison Chart
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DVZRX vs. VISVX commentary
Sep 21, 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 DVZRX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. DVZRX (4.72B). VISVX pays higher dividends than DVZRX: VISVX (1.90) vs DVZRX (1.46). DVZRX was incepted earlier than VISVX: DVZRX (8 years) vs VISVX (26 years). DVZRX is a more actively managed with annual turnover of: 27.00 vs. VISVX (16.00). DVZRX has a lower initial minimum investment than VISVX: DVZRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 25.80 vs. DVZRX (17.59). VISVX return over 5 years is better than : 56.98 vs. DVZRX (29.20).
| DVZRX | VISVX | DVZRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 11.354 | 11.310 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 57.3B | 8% |
| Annual Yield % from dividends | 1.46 | 1.90 | 77% |
| Returns for 1 year | 17.59 | 25.80 | 68% |
| Returns for 3 years | 6.20 | 21.42 | 29% |
| Returns for 5 years | 29.20 | 56.98 | 51% |
| Returns for 10 years | N/A | 108.54 | - |
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