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DCSVX vs VSIAX
DCSVX vs VSIAX Comparison
Open Charts DCSVX vs VSIAX
Dunham Small Cap Value C
Price$13.31
Change-$0.15 (-1.11%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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DCSVX vs VSIAX Comparison Chart
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DCSVX vs. VSIAX 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 DCSVX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. DCSVX (106M). VSIAX pays higher dividends than DCSVX: VSIAX (2.01) vs DCSVX (0.00). DCSVX was incepted earlier than VSIAX: DCSVX (20 years) vs VSIAX (13 years). DCSVX is a more actively managed with annual turnover of: 95.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than DCSVX: VSIAX (3000) vs DCSVX (5000). VSIAX annual gain was more profitable for investors over the last year : 21.77 vs. DCSVX (18.52). VSIAX return over 5 years is better than : 55.85 vs. DCSVX (7.17).
| DCSVX | VSIAX | DCSVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 6.651 | 10.460 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 57.3B | 0% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 18.52 | 21.77 | 85% |
| Returns for 3 years | -9.52 | 17.82 | -53% |
| Returns for 5 years | 7.17 | 55.85 | 13% |
| Returns for 10 years | -2.18 | 102.73 | -2% |