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DALVX vs VVIAX
DALVX vs VVIAX Comparison
Open Charts DALVX vs VVIAX
Dunham Large Cap Value A
Price$19.65
Change-$0.27 (-1.36%)
VolumeN/A
Net Assets169.43M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
DALVX vs VVIAX Comparison Chart
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DALVX vs. VVIAX commentary
Feb 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. DALVX (169M). 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 : 13.46 vs. DALVX (8.62). VVIAX return over 5 years is better than : 47.22 vs. DALVX (33.41).
| 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 | 2.772 | 4.164 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 193B | 0% |
| Annual Yield % from dividends | 0.93 | 2.36 | 39% |
| Returns for 1 year | 8.62 | 13.46 | 64% |
| Returns for 3 years | 11.81 | 23.94 | 49% |
| Returns for 5 years | 33.41 | 47.22 | 71% |
| Returns for 10 years | 26.42 | 105.55 | 25% |
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