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DALVX vs DOXGX
DALVX vs DOXGX Comparison
Open Charts DALVX vs DOXGX
Dunham Large Cap Value A
Price$20.90
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets175.5M
DALVX vs DOXGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 117B vs. DALVX (176M). DOXGX pays higher dividends than DALVX: DOXGX (1.47) vs DALVX (0.53). DALVX was incepted earlier than DOXGX: DALVX (19 years) vs DOXGX (3 years). DALVX (1.44) is less costly to investors than DOXGX (0.46). DALVX is a more actively managed with annual turnover of: 23.00 vs. DOXGX (15.00). DOXGX has a lower initial minimum investment than DALVX: DOXGX (2500) vs DALVX (5000). DALVX annual gain was more profitable for investors over the last year : 9.05 vs. DOXGX (6.86).
| DALVX | DOXGX | DALVX / DOXGX | |
| Total Expense Ratio | 1.44 | 0.41 | 351% |
| Annual Report Gross Expense Ratio | 1.44 | 0.46 | 313% |
| Fund Existence | 19 years | 3 years | - |
| Gain YTD | 8.734 | 8.021 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 117B | 0% |
| Annual Yield % from dividends | 0.53 | 1.47 | 36% |
| Returns for 1 year | 9.05 | 6.86 | 132% |
| Returns for 3 years | 29.31 | 31.09 | 94% |
| Returns for 5 years | 60.42 | N/A | - |
| Returns for 10 years | 35.96 | N/A | - |
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