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DNLVX vs VVIAX
DNLVX vs VVIAX Comparison
Open Charts DNLVX vs VVIAX
Dunham Large Cap Value N
Price$20.02
Change-$0.06 (-0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.66
Change-$0.24 (-0.36%)
VolumeN/A
CapitalizationN/A
DNLVX vs VVIAX Comparison Chart
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DNLVX vs. VVIAX commentary
Dec 20, 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 DNLVX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. DNLVX (153M). VVIAX pays higher dividends than DNLVX: VVIAX (2.36) vs DNLVX (1.17). DNLVX was incepted earlier than VVIAX: DNLVX (20 years) vs VVIAX (24 years). DNLVX is a more actively managed with annual turnover of: 29.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than DNLVX: VVIAX (3000) vs DNLVX (100000). VVIAX annual gain was more profitable for investors over the last year : 14.93 vs. DNLVX (12.41). VVIAX return over 5 years is better than : 39.71 vs. DNLVX (32.34).
| DNLVX | VVIAX | DNLVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 14.728 | 12.704 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 195B | 0% |
| Annual Yield % from dividends | 1.17 | 2.36 | 50% |
| Returns for 1 year | 12.41 | 14.93 | 83% |
| Returns for 3 years | 7.06 | 18.24 | 39% |
| Returns for 5 years | 32.34 | 39.71 | 81% |
| Returns for 10 years | 31.04 | 98.03 | 32% |
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