Interact to see
Advertisement
Advertisement
DTLVX vs VIVAX
DTLVX vs VIVAX Comparison
Open Charts DTLVX vs VIVAX
Wilshire Large Company Value Invmt
Price$22.83
Change+$0.12 (+0.53%)
VolumeN/A
Net Assets168.61M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
DTLVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DTLVX vs. VIVAX commentary
Jul 07, 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 (169M). VIVAX pays higher dividends than DTLVX: VIVAX (2.06) vs DTLVX (0.71). 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 : 12.04 vs. DTLVX (6.68). VIVAX return over 5 years is better than : 80.14 vs. DTLVX (47.41).
| 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 | 7.841 | 6.209 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 189B | 0% |
| Annual Yield % from dividends | 0.71 | 2.06 | 34% |
| Returns for 1 year | 6.68 | 12.04 | 55% |
| Returns for 3 years | 23.42 | 35.16 | 67% |
| Returns for 5 years | 47.41 | 80.14 | 59% |
| Returns for 10 years | 18.60 | 115.74 | 16% |