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DNLVX vs DODGX
DNLVX vs DODGX Comparison
Open Charts DNLVX vs DODGX
Dunham Large Cap Value N
Price$19.29
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets169.98M
DNLVX vs DODGX Comparison Chart
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DNLVX vs. DODGX commentary
May 24, 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: 110B vs. DNLVX (170M). DODGX pays higher dividends than DNLVX: DODGX (1.45) vs DNLVX (0.83). DNLVX was incepted earlier than DODGX: DNLVX (20 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 annual gain was more profitable for investors over the last year : 2.43 vs. DODGX (2.08). DODGX return over 5 years is better than : 79.79 vs. DNLVX (63.35).
| DNLVX | DODGX | DNLVX / DODGX | |
| Total Expense Ratio | 1.19 | 0.51 | 233% |
| Annual Report Gross Expense Ratio | 1.19 | 0.51 | 233% |
| Fund Existence | 20 years | 60 years | - |
| Gain YTD | 0.884 | 1.484 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 110B | 0% |
| Annual Yield % from dividends | 0.83 | 1.45 | 57% |
| Returns for 1 year | 2.43 | 2.08 | 117% |
| Returns for 3 years | 16.42 | 17.48 | 94% |
| Returns for 5 years | 63.35 | 79.79 | 79% |
| Returns for 10 years | 24.98 | 50.29 | 50% |
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