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DAGVX vs VIVAX
DAGVX vs VIVAX Comparison
Open Charts DAGVX vs VIVAX
BNY Mellon Dynamic Value Fund A
Price$49.01
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets9.11B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
DAGVX vs VIVAX Comparison Chart in %
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DAGVX vs. VIVAX commentary
Sep 08, 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: 203B vs. DAGVX (9.11B). VIVAX pays higher dividends than DAGVX: VIVAX (1.99) vs DAGVX (0.83). 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 annual gain was more profitable for investors over the last year : 7.74 vs. DAGVX (5.88). VIVAX return over 5 years is better than : 70.18 vs. DAGVX (50.38).
| 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 | 11.134 | 7.845 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 203B | 4% |
| Annual Yield % from dividends | 0.83 | 1.99 | 42% |
| Returns for 1 year | 5.88 | 7.74 | 76% |
| Returns for 3 years | 25.96 | 36.63 | 71% |
| Returns for 5 years | 50.38 | 70.18 | 72% |
| Returns for 10 years | 33.26 | 131.64 | 25% |
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