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DALVX vs DODGX
DALVX vs DODGX Comparison
Open Charts DALVX vs DODGX
Dunham Large Cap Value A
Price$19.21
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets172.91M
DALVX vs DODGX Comparison Chart
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DALVX vs. DODGX commentary
May 23, 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 Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. DALVX (173M). DODGX pays higher dividends than DALVX: DODGX (1.45) vs DALVX (0.57). DALVX was incepted earlier than DODGX: DALVX (18 years) vs DODGX (60 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 : 3.40 vs. DODGX (2.11). DODGX return over 5 years is better than : 80.56 vs. DALVX (64.01).
| 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 | 60 years | - |
| Gain YTD | 2.458 | 1.921 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 110B | 0% |
| Annual Yield % from dividends | 0.57 | 1.45 | 40% |
| Returns for 1 year | 3.40 | 2.11 | 161% |
| Returns for 3 years | 19.66 | 20.94 | 94% |
| Returns for 5 years | 64.01 | 80.56 | 79% |
| Returns for 10 years | 24.31 | 50.94 | 48% |
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