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DALVX vs VVIAX
DALVX vs VVIAX Comparison
Open Charts DALVX vs VVIAX
Dunham Large Cap Value A
Price$19.93
Change-$0.52 (-2.54%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
DALVX vs VVIAX Comparison Chart
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DALVX vs. VVIAX commentary
Dec 19, 2024
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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. DALVX (157M). VVIAX pays higher dividends than DALVX: VVIAX (2.36) vs DALVX (0.93). DALVX was incepted earlier than VVIAX: DALVX (18 years) vs VVIAX (24 years). DALVX is a more actively managed with annual turnover of: 29.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than DALVX: VVIAX (3000) vs DALVX (5000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. DALVX (14.64). VVIAX return over 5 years is better than : 44.62 vs. DALVX (35.25).
| DALVX | VVIAX | DALVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 17.867 | 16.051 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 195B | 0% |
| Annual Yield % from dividends | 0.93 | 2.36 | 39% |
| Returns for 1 year | 14.64 | 16.45 | 89% |
| Returns for 3 years | 7.94 | 20.49 | 39% |
| Returns for 5 years | 35.25 | 44.62 | 79% |
| Returns for 10 years | 32.33 | 104.84 | 31% |
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