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DALVX vs VVIAX
DALVX vs VVIAX Comparison
Open Charts DALVX vs VVIAX
Dunham Large Cap Value A
Price$20.24
Change-$0.03 (-0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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DALVX vs VVIAX Comparison Chart
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DALVX vs. VVIAX commentary
Sep 21, 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 StrongSell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. DALVX (173M). 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 : 20.40 vs. DALVX (17.42). VVIAX return over 5 years is better than : 54.20 vs. DALVX (40.58).
| 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 | 15.562 | 15.359 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 183B | 0% |
| Annual Yield % from dividends | 0.93 | 2.36 | 39% |
| Returns for 1 year | 17.42 | 20.40 | 85% |
| Returns for 3 years | 10.52 | 25.00 | 42% |
| Returns for 5 years | 40.58 | 54.20 | 75% |
| Returns for 10 years | 30.06 | 109.21 | 28% |
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