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DALVX vs VIVIX
DALVX vs VIVIX Comparison
Open Charts DALVX vs VIVIX
Dunham Large Cap Value A
Price$22.13
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets208.1M
Vanguard Value Index I
Price$76.81
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets217.68B
DALVX vs VIVIX Comparison Chart in %
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DALVX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. DALVX (208M). VIVIX pays higher dividends than DALVX: VIVIX (2.04) vs DALVX (0.45). DALVX was incepted earlier than VIVIX: DALVX (19 years) vs VIVIX (28 years). DALVX (1.44) is less costly to investors than VIVIX (0.04). DALVX is a more actively managed with annual turnover of: 23.00 vs. VIVIX (9.00). DALVX has a lower initial minimum investment than VIVIX: DALVX (5000) vs VIVIX (5000000). VIVIX (17.51) and DALVX (17.24) have marching annual gain over last year. VIVIX return over 5 years is better than : 60.70 vs. DALVX (41.65).
| DALVX | VIVIX | DALVX / VIVIX | |
| Total Expense Ratio | 1.44 | 0.04 | 3,600% |
| Annual Report Gross Expense Ratio | 1.44 | 0.04 | 3,600% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 3.026 | 3.087 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 218B | 0% |
| Annual Yield % from dividends | 0.45 | 2.04 | 22% |
| Returns for 1 year | 17.24 | 17.51 | 98% |
| Returns for 3 years | 30.22 | 36.58 | 83% |
| Returns for 5 years | 41.65 | 60.70 | 69% |
| Returns for 10 years | 118.33 | 162.59 | 73% |
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