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DALVX vs VVIAX
DALVX vs VVIAX Comparison
Open Charts DALVX vs VVIAX
Dunham Large Cap Value A
Price$20.89
Change-$0.07 (-0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
DALVX vs VVIAX Comparison Chart
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DALVX vs. VVIAX commentary
Nov 18, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. DALVX (160M). 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 (25.54) and DALVX (24.36) have marching annual gain over last year. VVIAX return over 5 years is better than : 50.78 vs. DALVX (42.15).
| 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 | 20.403 | 17.922 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 184B | 0% |
| Annual Yield % from dividends | 0.93 | 2.36 | 39% |
| Returns for 1 year | 24.36 | 25.54 | 95% |
| Returns for 3 years | 8.47 | 21.55 | 39% |
| Returns for 5 years | 42.15 | 50.78 | 83% |
| Returns for 10 years | 35.76 | 110.49 | 32% |
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