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DCLVX vs VIVAX
DCLVX vs VIVAX Comparison
Open Charts DCLVX vs VIVAX
Dunham Large Cap Value C
Price$19.33
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets176.24M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
DCLVX vs VIVAX Comparison Chart in %
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DCLVX vs. VIVAX commentary
Jul 27, 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 DCLVX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. DCLVX (176M). VIVAX pays higher dividends than DCLVX: VIVAX (2.06) vs DCLVX (0.09). DCLVX was incepted earlier than VIVAX: DCLVX (21 years) vs VIVAX (33 years). DCLVX (2.19) is less costly to investors than VIVAX (0.17). DCLVX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than DCLVX: VIVAX (3000) vs DCLVX (5000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. DCLVX (8.46). VIVAX return over 5 years is better than : 74.87 vs. DCLVX (53.69).
| DCLVX | VIVAX | DCLVX / VIVAX | |
| Total Expense Ratio | 2.19 | 0.17 | 1,288% |
| Annual Report Gross Expense Ratio | 2.19 | 0.17 | 1,288% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 8.840 | 6.724 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 195B | 0% |
| Annual Yield % from dividends | 0.09 | 2.06 | 5% |
| Returns for 1 year | 8.46 | 9.76 | 87% |
| Returns for 3 years | 26.15 | 34.31 | 76% |
| Returns for 5 years | 53.69 | 74.87 | 72% |
| Returns for 10 years | 25.35 | 116.32 | 22% |
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