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DCSVX vs VISVX
DCSVX vs VISVX Comparison
Open Charts DCSVX vs VISVX
Dunham Small Cap Value C
Price$13.75
Change-$0.13 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
DCSVX vs VISVX Comparison Chart
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DCSVX vs. VISVX commentary
Dec 19, 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 DCSVX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. DCSVX (105M). VISVX pays higher dividends than DCSVX: VISVX (1.90) vs DCSVX (0.00). DCSVX was incepted earlier than VISVX: DCSVX (20 years) vs VISVX (27 years). DCSVX is a more actively managed with annual turnover of: 95.00 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 : 16.18 vs. DCSVX (9.82). VISVX return over 5 years is better than : 52.67 vs. DCSVX (6.77).
| DCSVX | VISVX | DCSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 10.176 | 14.945 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 63B | 0% |
| Annual Yield % from dividends | 0.00 | 1.90 | - |
| Returns for 1 year | 9.82 | 16.18 | 61% |
| Returns for 3 years | -12.14 | 20.58 | -59% |
| Returns for 5 years | 6.77 | 52.67 | 13% |
| Returns for 10 years | -4.75 | 105.07 | -5% |
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