Ad is loading...
Ad is loading...
DCLVX vs VVIAX
DCLVX vs VVIAX Comparison
Open Charts DCLVX vs VVIAX
Dunham Large Cap Value C
Price$19.40
Change-$0.07 (-0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
DCLVX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DCLVX 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 DCLVX is a Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. DCLVX (160M). VVIAX pays higher dividends than DCLVX: VVIAX (2.36) vs DCLVX (0.55). DCLVX was incepted earlier than VVIAX: DCLVX (20 years) vs VVIAX (24 years). DCLVX is a more actively managed with annual turnover of: 29.00 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 : 25.54 vs. DCLVX (23.07). VVIAX return over 5 years is better than : 50.78 vs. DCLVX (35.78).
| DCLVX | VVIAX | DCLVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 19.605 | 17.922 | 109% |
| 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 | 0.55 | 2.36 | 24% |
| Returns for 1 year | 23.07 | 25.54 | 90% |
| Returns for 3 years | 5.25 | 21.55 | 24% |
| Returns for 5 years | 35.78 | 50.78 | 70% |
| Returns for 10 years | 24.89 | 110.49 | 23% |