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DALVX vs VVIAX
DALVX vs VVIAX Comparison
Open Charts DALVX vs VVIAX
Dunham Large Cap Value A
Price$19.80
Change-$0.14 (-0.70%)
VolumeN/A
Net Assets175.44M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
DALVX vs VVIAX Comparison Chart
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DALVX vs. VVIAX commentary
Jun 14, 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 Buy 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 (2.28) vs DALVX (0.55). DALVX was incepted earlier than VVIAX: DALVX (18 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 : 8.89 vs. DALVX (6.59). VVIAX return over 5 years is better than : 73.96 vs. DALVX (60.45).
| 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 | 18 years | 25 years | - |
| Gain YTD | 4.289 | 3.269 | 131% |
| 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 | 0.55 | 2.28 | 24% |
| Returns for 1 year | 6.59 | 8.89 | 74% |
| Returns for 3 years | 26.17 | 33.27 | 79% |
| Returns for 5 years | 60.45 | 73.96 | 82% |
| Returns for 10 years | 28.21 | 105.19 | 27% |
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