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DTLVX vs VVIAX
DTLVX vs VVIAX Comparison
Open Charts DTLVX vs VVIAX
Wilshire Large Company Value Invmt
Price$21.88
Change-$0.23 (-1.04%)
VolumeN/A
Net Assets162.21M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
DTLVX vs VVIAX Comparison Chart
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DTLVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. DTLVX (162M). VVIAX pays higher dividends than DTLVX: VVIAX (2.28) vs DTLVX (0.73). DTLVX was incepted earlier than VVIAX: DTLVX (33 years) vs VVIAX (25 years). DTLVX (1.31) is less costly to investors than VVIAX (0.05). DTLVX is a more actively managed with annual turnover of: 38.00 vs. VVIAX (9.00). DTLVX has a lower initial minimum investment than VVIAX: DTLVX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. DTLVX (3.10). VVIAX return over 5 years is better than : 72.56 vs. DTLVX (39.78).
| DTLVX | VVIAX | DTLVX / VVIAX | |
| Total Expense Ratio | 1.30 | 0.05 | 2,600% |
| Annual Report Gross Expense Ratio | 1.31 | 0.05 | 2,620% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 3.354 | 2.436 | 138% |
| 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 | 2.28 | 32% |
| Returns for 1 year | 3.10 | 8.01 | 39% |
| Returns for 3 years | 19.24 | 32.19 | 60% |
| Returns for 5 years | 39.78 | 72.56 | 55% |
| Returns for 10 years | 11.45 | 103.54 | 11% |
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