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DALVX vs VVIAX
DALVX vs VVIAX Comparison
Open Charts DALVX vs VVIAX
Dunham Large Cap Value A
Price$20.70
Change+$0.14 (+0.68%)
VolumeN/A
Net Assets174.94M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
DALVX vs VVIAX Comparison Chart in %
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DALVX vs. VVIAX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. DALVX (175M). VVIAX pays higher dividends than DALVX: VVIAX (2.18) vs DALVX (0.53). DALVX was incepted earlier than VVIAX: DALVX (19 years) vs VVIAX (25 years). DALVX (1.44) is less costly to investors than VVIAX (0.05). DALVX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (9.00). 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 : 12.03 vs. DALVX (10.24). VVIAX return over 5 years is better than : 80.13 vs. DALVX (65.92).
| DALVX | VVIAX | DALVX / VVIAX | |
| Total Expense Ratio | 1.44 | 0.05 | 2,880% |
| Annual Report Gross Expense Ratio | 1.44 | 0.05 | 2,880% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 8.264 | 6.198 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 189B | 0% |
| Annual Yield % from dividends | 0.53 | 2.18 | 24% |
| Returns for 1 year | 10.24 | 12.03 | 85% |
| Returns for 3 years | 30.09 | 35.17 | 86% |
| Returns for 5 years | 65.92 | 80.13 | 82% |
| Returns for 10 years | 35.62 | 115.67 | 31% |
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