Interact to see
Advertisement
Advertisement
DALVX vs VIVAX
DALVX vs VIVAX Comparison
Open Charts DALVX vs VIVAX
Dunham Large Cap Value A
Price$22.20
Change+$0.18 (+0.82%)
VolumeN/A
Net Assets201.48M
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
DALVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DALVX vs. VIVAX commentary
Dec 04, 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 DALVX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. DALVX (201M). VIVAX pays higher dividends than DALVX: VIVAX (1.93) vs DALVX (0.48). DALVX was incepted earlier than VIVAX: DALVX (19 years) vs VIVAX (33 years). DALVX (1.44) is less costly to investors than VIVAX (0.17). DALVX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than DALVX: VIVAX (3000) vs DALVX (5000). DALVX annual gain was more profitable for investors over the last year : 5.24 vs. VIVAX (4.76). VIVAX return over 5 years is better than : 61.14 vs. DALVX (50.73).
| DALVX | VIVAX | DALVX / VIVAX | |
| Total Expense Ratio | 1.44 | 0.17 | 847% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 16.266 | 11.753 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 208B | 0% |
| Annual Yield % from dividends | 0.48 | 1.93 | 25% |
| Returns for 1 year | 5.24 | 4.76 | 110% |
| Returns for 3 years | 27.63 | 29.79 | 93% |
| Returns for 5 years | 50.73 | 61.14 | 83% |
| Returns for 10 years | 45.38 | 127.21 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement