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DCLVX vs VVIAX
DCLVX vs VVIAX Comparison
Open Charts DCLVX vs VVIAX
Dunham Large Cap Value C
Price$18.82
Change-$0.03 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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DCLVX vs VVIAX Comparison Chart
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DCLVX 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 DCLVX is a StrongSell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. DCLVX (173M). 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 (20.40) and DCLVX (19.54) have marching annual gain over last year. VVIAX return over 5 years is better than : 54.20 vs. DCLVX (35.55).
| 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 | 16.030 | 15.359 | 104% |
| 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 | 0.55 | 2.36 | 24% |
| Returns for 1 year | 19.54 | 20.40 | 96% |
| Returns for 3 years | 10.29 | 25.00 | 41% |
| Returns for 5 years | 35.55 | 54.20 | 66% |
| Returns for 10 years | 22.70 | 109.21 | 21% |
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