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DALVX vs DODGX
DALVX vs DODGX Comparison
Open Charts DALVX vs DODGX
Dunham Large Cap Value A
Price$19.94
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets174.08M
DALVX vs DODGX Comparison Chart in %
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DALVX vs. DODGX commentary
Jun 24, 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 DALVX is a Hold and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. DALVX (174M). DODGX pays higher dividends than DALVX: DODGX (1.40) vs DALVX (0.55). DALVX was incepted earlier than DODGX: DALVX (18 years) vs DODGX (61 years). DALVX (1.44) is less costly to investors than DODGX (0.51). DALVX is a more actively managed with annual turnover of: 23.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than DALVX: DODGX (2500) vs DALVX (5000). DALVX annual gain was more profitable for investors over the last year : 5.22 vs. DODGX (4.96). DODGX return over 5 years is better than : 75.45 vs. DALVX (62.34).
| DALVX | DODGX | DALVX / DODGX | |
| Total Expense Ratio | 1.44 | 0.51 | 282% |
| Annual Report Gross Expense Ratio | 1.44 | 0.51 | 282% |
| Fund Existence | 18 years | 61 years | - |
| Gain YTD | 3.713 | 3.864 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 114B | 0% |
| Annual Yield % from dividends | 0.55 | 1.40 | 39% |
| Returns for 1 year | 5.22 | 4.96 | 105% |
| Returns for 3 years | 23.11 | 24.27 | 95% |
| Returns for 5 years | 62.34 | 75.45 | 83% |
| Returns for 10 years | 27.73 | 54.66 | 51% |
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