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DALVX vs VIVIX
DALVX vs VIVIX Comparison
Open Charts DALVX vs VIVIX
Dunham Large Cap Value A
Price$22.20
Change+$0.18 (+0.82%)
VolumeN/A
Net Assets201.48M
Vanguard Value Index I
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
DALVX vs VIVIX Comparison Chart in %
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DALVX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. DALVX (201M). VIVIX pays higher dividends than DALVX: VIVIX (2.05) vs DALVX (0.48). DALVX was incepted earlier than VIVIX: DALVX (19 years) vs VIVIX (27 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). DALVX annual gain was more profitable for investors over the last year : 5.24 vs. VIVIX (4.76). VIVIX return over 5 years is better than : 61.18 vs. DALVX (50.73).
| 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 | 27 years | - |
| Gain YTD | 16.266 | 11.794 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 208B | 0% |
| Annual Yield % from dividends | 0.48 | 2.05 | 24% |
| Returns for 1 year | 5.24 | 4.76 | 110% |
| Returns for 3 years | 27.63 | 29.82 | 93% |
| Returns for 5 years | 50.73 | 61.18 | 83% |
| Returns for 10 years | 45.38 | 127.14 | 36% |
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