CDYLX vs VVIAX

Both CDYLX and VVIAX are mutual funds. Below is the comparison between CDYLX and VVIAX.

CDYLX VVIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family N/A Vanguard
Net Assets N/A $31.30B
Expense Ratio N/A 0.05%
Management Style active passive (index-based)
Dividend Yield N/A 2.29%
Minimum Investment $10,000.00 $10,000.00
YTD Return N/A -6.28%
1-Year Return N/A -3.96%
3-Year Return N/A 11.12%
5-Year Return N/A 10.52%
10-Year Return N/A 12.76%

CDYLX

CDYLX description

null

CDYLX performance & returns

YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
CDYLX expense ratio is N/A.

CDYLX holdings

Top 10 Holdings (30.71% of Total Assets)

Name Symbol % Assets
Genuine Parts Co GPC 3.26%
People's United Financial Inc PBCT 3.16%
AT&T Inc T 3.16%
AstraZeneca PLC ADR AZN.L 3.07%
Exxon Mobil Corp XOM 3.05%
United Parcel Service Inc Class B UPS 3.03%
Verizon Communications Inc VZ 3.00%
Altria Group Inc MO 3.00%
GlaxoSmithKline PLC ADR GSK.L 2.99%
Omnicom Group Inc OMC 2.99%

CDYLX pros

The following are CDYLX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

CDYLX cons

The following are CDYLX weaknesses from our perspective:

  • CDYLX net assets are $0.00 million. This fund is not a popular choice with retail investors.

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VVIAX

VVIAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VVIAX performance & returns

YTD Return -6.28%
1-Month Return -9.06%
3-Month Return -3.96%
1-Year Return -3.96%
3-Year Return 11.12%
5-Year Return 10.52%
10-Year Return 12.76%
VVIAX expense ratio is 0.05%.

VVIAX holdings

Top 10 Holdings (22.65% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.25%
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.75%
UnitedHealth Group Inc UNH 2.36%
JPMorgan Chase & Co JPM 2.33%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.78%
Intel Corp INTC 1.75%
Comcast Corp Class A CMCSA 1.68%
Merck & Co Inc MRK 1.67%

VVIAX pros

The following are VVIAX strengths from our perspective:

  • VVIAX 3-year return is 11.12%, which is in line with the 3-year return of the benchmark index (CRSP US Large Cap Value TR USD), 11.13%.
  • VVIAX 5-year return is 10.52%, which is in line with the 5-year return of the benchmark index (CRSP US Large Cap Value TR USD), 10.54%.
  • VVIAX 10-year return is 12.76%, which is higher than the 10-year return of the benchmark index (CRSP US Large Cap Value TR USD), 12.1%.
  • VVIAX 15-year return is 7.06%, which is in line with the 15-year return of the benchmark index (CRSP US Large Cap Value TR USD), 7.52%.
  • VVIAX expense ratio is 0.05%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

VVIAX cons

None that we could think of.

Other relevant VVIAX comparisons

You may also want to check out the following VVIAX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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