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DNLVX vs VIVAX
DNLVX vs VIVAX Comparison
Open Charts DNLVX vs VIVAX
Dunham Large Cap Value N
Price$22.38
Change+$0.18 (+0.81%)
VolumeN/A
Net Assets201.48M
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
DNLVX vs VIVAX Comparison Chart in %
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DNLVX 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 DNLVX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. DNLVX (201M). VIVAX pays higher dividends than DNLVX: VIVAX (1.93) vs DNLVX (0.70). DNLVX was incepted earlier than VIVAX: DNLVX (21 years) vs VIVAX (33 years). DNLVX (1.19) is less costly to investors than VIVAX (0.17). DNLVX is a more actively managed with annual turnover of: 23.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than DNLVX: VIVAX (3000) vs DNLVX (100000). DNLVX annual gain was more profitable for investors over the last year : 5.55 vs. VIVAX (4.76). VIVAX return over 5 years is better than : 61.14 vs. DNLVX (52.76).
| DNLVX | VIVAX | DNLVX / VIVAX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.17 | 700% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 16.597 | 11.753 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 208B | 0% |
| Annual Yield % from dividends | 0.70 | 1.93 | 36% |
| Returns for 1 year | 5.55 | 4.76 | 117% |
| Returns for 3 years | 28.63 | 29.79 | 96% |
| Returns for 5 years | 52.76 | 61.14 | 86% |
| Returns for 10 years | 48.76 | 127.21 | 38% |
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