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DCLVX vs VVIAX
DCLVX vs VVIAX Comparison
Open Charts DCLVX vs VVIAX
Dunham Large Cap Value C
Price$16.63
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets170.42M
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
DCLVX vs VVIAX Comparison Chart
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DCLVX vs. VVIAX commentary
Apr 18, 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 DCLVX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. DCLVX (170M). VVIAX pays higher dividends than DCLVX: VVIAX (2.26) vs DCLVX (0.10). DCLVX was incepted earlier than VVIAX: DCLVX (20 years) vs VVIAX (24 years). DCLVX (2.04) is less costly to investors than VVIAX (0.05). DCLVX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than DCLVX: VVIAX (3000) vs DCLVX (5000). VVIAX annual gain was more profitable for investors over the last year : 4.49 vs. DCLVX (-2.43). VVIAX return over 5 years is better than : 64.55 vs. DCLVX (40.06).
| DCLVX | VVIAX | DCLVX / VVIAX | |
| Total Expense Ratio | 2.04 | 0.05 | 4,080% |
| Annual Report Gross Expense Ratio | 2.04 | 0.05 | 4,080% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -6.419 | -4.652 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 191B | 0% |
| Annual Yield % from dividends | 0.10 | 2.26 | 4% |
| Returns for 1 year | -2.43 | 4.49 | -54% |
| Returns for 3 years | -2.90 | 9.27 | -31% |
| Returns for 5 years | 40.06 | 64.55 | 62% |
| Returns for 10 years | 5.97 | 90.25 | 7% |