Interact to see
Advertisement
Advertisement
DAGVX vs VIVAX
DAGVX vs VIVAX Comparison
Open Charts DAGVX vs VIVAX
BNY Mellon Dynamic Value Fund A
Price$48.91
Change+$0.37 (+0.76%)
VolumeN/A
Net Assets8.9B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
DAGVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DAGVX vs. VIVAX commentary
Jul 27, 2025
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 DAGVX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. DAGVX (8.9B). VIVAX pays higher dividends than DAGVX: VIVAX (2.06) vs DAGVX (0.86). DAGVX was incepted earlier than VIVAX: DAGVX (30 years) vs VIVAX (33 years). DAGVX (0.95) is less costly to investors than VIVAX (0.17). DAGVX is a more actively managed with annual turnover of: 90.65 vs. VIVAX (9.00). DAGVX has a lower initial minimum investment than VIVAX: DAGVX (1000) vs VIVAX (3000). VIVAX (9.76) and DAGVX (9.31) have marching annual gain over last year. VIVAX return over 5 years is better than : 74.87 vs. DAGVX (57.06).
| DAGVX | VIVAX | DAGVX / VIVAX | |
| Total Expense Ratio | 0.93 | 0.17 | 547% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 10.907 | 6.724 | 162% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.9B | 195B | 5% |
| Annual Yield % from dividends | 0.86 | 2.06 | 42% |
| Returns for 1 year | 9.31 | 9.76 | 95% |
| Returns for 3 years | 27.66 | 34.31 | 81% |
| Returns for 5 years | 57.06 | 74.87 | 76% |
| Returns for 10 years | 26.63 | 116.32 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XDOC | 33.07 | 0.10 | +0.30% |
| Innovator US Equity Accelerated ETF Oct | |||
| OMFS | 40.87 | 0.11 | +0.26% |
| Invesco Russell 2000® Dynamic Mltfct ETF | |||
| XISE | 30.42 | 0.01 | +0.03% |
| FT Vest US Eq Buf & Prm IncETF-Sept | |||
| NAUG | 27.94 | N/A | N/A |
| Innovator Growth-100 Pwr Buffr ETF - Aug | |||
| HQH | 16.19 | -0.03 | -0.18% |
| abrdn Healthcare Investors | |||