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DNLVX vs VIVIX
DNLVX vs VIVIX Comparison
Open Charts DNLVX vs VIVIX
Dunham Large Cap Value N
Price$21.04
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets176.24M
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
DNLVX vs VIVIX Comparison Chart in %
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DNLVX vs. VIVIX commentary
Jul 28, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. DNLVX (176M). VIVIX pays higher dividends than DNLVX: VIVIX (2.19) vs DNLVX (0.76). DNLVX was incepted earlier than VIVIX: DNLVX (21 years) vs VIVIX (27 years). DNLVX (1.19) is less costly to investors than VIVIX (0.04). DNLVX is a more actively managed with annual turnover of: 23.00 vs. VIVIX (9.00). DNLVX has a lower initial minimum investment than VIVIX: DNLVX (100000) vs VIVIX (5000000). DNLVX (9.88) and VIVIX (9.75) have marching annual gain over last year. VIVIX return over 5 years is better than : 74.87 vs. DNLVX (63.44).
| DNLVX | VIVIX | DNLVX / VIVIX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 9.469 | 6.730 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 195B | 0% |
| Annual Yield % from dividends | 0.76 | 2.19 | 35% |
| Returns for 1 year | 9.88 | 9.75 | 101% |
| Returns for 3 years | 30.98 | 34.32 | 90% |
| Returns for 5 years | 63.44 | 74.87 | 85% |
| Returns for 10 years | 39.75 | 116.26 | 34% |
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