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DCSVX vs VSIAX
DCSVX vs VSIAX Comparison
Open Charts DCSVX vs VSIAX
Dunham Small Cap Value C
Price$13.18
Change-$0.57 (-4.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
DCSVX vs VSIAX Comparison Chart
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DCSVX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. DCSVX (104M). 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 : 16.23 vs. DCSVX (9.82). VSIAX return over 5 years is better than : 52.83 vs. DCSVX (6.77).
| 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 | 10.176 | 15.031 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 63B | 0% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 9.82 | 16.23 | 61% |
| Returns for 3 years | -12.14 | 20.67 | -59% |
| Returns for 5 years | 6.77 | 52.83 | 13% |
| Returns for 10 years | -4.75 | 105.65 | -4% |
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