Interact to see
Advertisement
Advertisement
DCSVX vs VISVX
DCSVX vs VISVX Comparison
Open Charts DCSVX vs VISVX
Dunham Small Cap Value C
Price$10.37
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets93.76M
Vanguard Small Cap Value Index I
Price$45.02
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
DCSVX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DCSVX vs. VISVX commentary
May 23, 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 DCSVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. DCSVX (93.8M). VISVX pays higher dividends than DCSVX: VISVX (2.21) vs DCSVX (0.04). DCSVX was incepted earlier than VISVX: DCSVX (20 years) vs VISVX (27 years). DCSVX (2.24) is less costly to investors than VISVX (0.19). DCSVX is a more actively managed with annual turnover of: 159.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than DCSVX: VISVX (3000) vs DCSVX (5000). VISVX annual gain was more profitable for investors over the last year : 0.51 vs. DCSVX (-18.07). VISVX return over 5 years is better than : 90.06 vs. DCSVX (14.51).
| DCSVX | VISVX | DCSVX / VISVX | |
| Total Expense Ratio | 2.24 | 0.19 | 1,179% |
| Annual Report Gross Expense Ratio | 2.24 | 0.19 | 1,179% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | -8.844 | -5.069 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 51.7B | 0% |
| Annual Yield % from dividends | 0.04 | 2.21 | 2% |
| Returns for 1 year | -18.07 | 0.51 | -3,536% |
| Returns for 3 years | -18.13 | 18.59 | -98% |
| Returns for 5 years | 14.51 | 90.06 | 16% |
| Returns for 10 years | -23.35 | 78.06 | -30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers