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DCLVX vs VVIAX
DCLVX vs VVIAX Comparison
Open Charts DCLVX vs VVIAX
Dunham Large Cap Value C
Price$17.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets173.13M
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
DCLVX vs VVIAX Comparison Chart
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DCLVX vs. VVIAX commentary
May 10, 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: 184B vs. DCLVX (173M). VVIAX pays higher dividends than DCLVX: VVIAX (2.34) vs DCLVX (0.10). DCLVX was incepted earlier than VVIAX: DCLVX (20 years) vs VVIAX (25 years). DCLVX (2.19) is less costly to investors than VVIAX (0.05). DCLVX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (9.00). 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 : 4.70 vs. DCLVX (-0.53). VVIAX return over 5 years is better than : 72.85 vs. DCLVX (49.05).
| DCLVX | VVIAX | DCLVX / VVIAX | |
| Total Expense Ratio | 2.19 | 0.05 | 4,380% |
| Annual Report Gross Expense Ratio | 2.19 | 0.05 | 4,380% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -1.577 | -0.578 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 184B | 0% |
| Annual Yield % from dividends | 0.10 | 2.34 | 4% |
| Returns for 1 year | -0.53 | 4.70 | -11% |
| Returns for 3 years | 10.37 | 21.54 | 48% |
| Returns for 5 years | 49.05 | 72.85 | 67% |
| Returns for 10 years | 11.18 | 97.55 | 11% |
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