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DNLVX vs DODGX
DNLVX vs DODGX Comparison
Open Charts DNLVX vs DODGX
Dunham Large Cap Value N
Price$19.94
Change-$0.14 (-0.70%)
VolumeN/A
Net Assets174.15M
DNLVX vs DODGX Comparison Chart
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DNLVX vs. DODGX commentary
Jun 15, 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 DNLVX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. DNLVX (174M). DODGX pays higher dividends than DNLVX: DODGX (1.40) vs DNLVX (0.79). DNLVX was incepted earlier than DODGX: DNLVX (21 years) vs DODGX (60 years). DNLVX (1.19) is less costly to investors than DODGX (0.51). DNLVX is a more actively managed with annual turnover of: 23.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than DNLVX: DODGX (2500) vs DNLVX (100000). DNLVX (6.17) and DODGX (5.93) have marching annual gain over last year. DODGX return over 5 years is better than : 72.42 vs. DNLVX (61.49).
| DNLVX | DODGX | DNLVX / DODGX | |
| Total Expense Ratio | 1.19 | 0.51 | 233% |
| Annual Report Gross Expense Ratio | 1.19 | 0.51 | 233% |
| Fund Existence | 21 years | 60 years | - |
| Gain YTD | 3.746 | 3.642 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 114B | 0% |
| Annual Yield % from dividends | 0.79 | 1.40 | 57% |
| Returns for 1 year | 6.17 | 5.93 | 104% |
| Returns for 3 years | 26.35 | 28.15 | 94% |
| Returns for 5 years | 61.49 | 72.42 | 85% |
| Returns for 10 years | 30.30 | 53.93 | 56% |
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