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Analysis and predictions DASVX vs VSIAX
DASVX vs VSIAX Comparison
Open Charts DASVX vs VSIAX
Dunham Small Cap Value A
Price$14.90
Change+$0.09 (+0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$77.70
Change+$0.68 (+0.88%)
VolumeN/A
CapitalizationN/A
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VS
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DASVX vs VSIAX Comparison Chart
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DASVX vs. VSIAX commentary
Apr 23, 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 DASVX is a Buy and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.5B vs. DASVX (80.8M). VSIAX pays higher dividends than DASVX: VSIAX (2.01) vs DASVX (0.31). DASVX was incepted earlier than VSIAX: DASVX (17 years) vs VSIAX (13 years). DASVX is a more actively managed with annual turnover of: 95.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than DASVX: VSIAX (3000) vs DASVX (5000). VSIAX annual gain was more profitable for investors over the last year : 15.44 vs. DASVX (11.06). VSIAX return over 5 years is better than : 38.00 vs. DASVX (5.20).
| DASVX | VSIAX | DASVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | -2.868 | 0.595 | -482% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8M | 55.5B | 0% |
| Annual Yield % from dividends | 0.31 | 2.01 | 16% |
| Returns for 1 year | 11.06 | 15.44 | 72% |
| Returns for 3 years | -15.29 | 6.53 | -234% |
| Returns for 5 years | 5.20 | 38.00 | 14% |
| Returns for 10 years | 2.77 | 93.59 | 3% |
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