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DALVX vs DOXGX
DALVX vs DOXGX Comparison
Open Charts DALVX vs DOXGX
Dunham Large Cap Value A
Price$18.36
Change+$0.25 (+1.38%)
VolumeN/A
Net Assets172.94M
DALVX vs DOXGX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. DALVX (173M). DOXGX pays higher dividends than DALVX: DOXGX (1.49) vs DALVX (0.56). DALVX was incepted earlier than DOXGX: DALVX (18 years) vs DOXGX (3 years). DALVX (1.29) is less costly to investors than DOXGX (0.46). DALVX is a more actively managed with annual turnover of: 23.00 vs. DOXGX (12.00). DOXGX has a lower initial minimum investment than DALVX: DOXGX (2500) vs DALVX (5000). DOXGX annual gain was more profitable for investors over the last year : -0.41 vs. DALVX (-2.26).
| DALVX | DOXGX | DALVX / DOXGX | |
| Total Expense Ratio | 1.29 | 0.41 | 315% |
| Annual Report Gross Expense Ratio | 1.29 | 0.46 | 280% |
| Fund Existence | 18 years | 3 years | - |
| Gain YTD | -5.282 | -3.291 | 161% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 114B | 0% |
| Annual Yield % from dividends | 0.56 | 1.49 | 37% |
| Returns for 1 year | -2.26 | -0.41 | 555% |
| Returns for 3 years | 3.62 | N/A | - |
| Returns for 5 years | 52.61 | N/A | - |
| Returns for 10 years | 16.16 | N/A | - |
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