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DALVX vs VIVAX
DALVX vs VIVAX Comparison
Open Charts DALVX vs VIVAX
Dunham Large Cap Value A
Price$22.13
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets208.1M
Vanguard Value Index I
Price$76.83
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets217.68B
DALVX vs VIVAX Comparison Chart in %
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DALVX vs. VIVAX commentary
Jan 13, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. DALVX (208M). VIVAX pays higher dividends than DALVX: VIVAX (1.92) vs DALVX (0.45). 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). VIVAX (17.50) and DALVX (17.24) have marching annual gain over last year. VIVAX return over 5 years is better than : 60.67 vs. DALVX (41.65).
| 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 | 3.026 | 3.086 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 218B | 0% |
| Annual Yield % from dividends | 0.45 | 1.92 | 24% |
| Returns for 1 year | 17.24 | 17.50 | 99% |
| Returns for 3 years | 30.22 | 36.55 | 83% |
| Returns for 5 years | 41.65 | 60.67 | 69% |
| Returns for 10 years | 118.33 | 162.61 | 73% |
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