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DTLVX vs VIVAX
DTLVX vs VIVAX Comparison
Open Charts DTLVX vs VIVAX
Wilshire Large Company Value Invmt
Price$21.88
Change-$0.23 (-1.04%)
VolumeN/A
Net Assets162.21M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
DTLVX vs VIVAX Comparison Chart
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DTLVX vs. VIVAX commentary
Jun 16, 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 DTLVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. DTLVX (162M). VIVAX pays higher dividends than DTLVX: VIVAX (2.16) vs DTLVX (0.73). DTLVX was incepted earlier than VIVAX: DTLVX (33 years) vs VIVAX (33 years). DTLVX (1.31) is less costly to investors than VIVAX (0.17). DTLVX is a more actively managed with annual turnover of: 38.00 vs. VIVAX (9.00). DTLVX has a lower initial minimum investment than VIVAX: DTLVX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. DTLVX (3.10). VIVAX return over 5 years is better than : 72.56 vs. DTLVX (39.78).
| DTLVX | VIVAX | DTLVX / VIVAX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.31 | 0.17 | 771% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 3.354 | 2.419 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 189B | 0% |
| Annual Yield % from dividends | 0.73 | 2.16 | 34% |
| Returns for 1 year | 3.10 | 8.01 | 39% |
| Returns for 3 years | 19.24 | 32.20 | 60% |
| Returns for 5 years | 39.78 | 72.56 | 55% |
| Returns for 10 years | 11.45 | 103.54 | 11% |
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