Ad is loading...
DNLVX vs VVIAX
DNLVX vs VVIAX Comparison
Open Charts DNLVX vs VVIAX
Dunham Large Cap Value N
Price$20.38
Change-$0.04 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DNLVX vs VVIAX Comparison Chart
Loading...
DNLVX vs. VVIAX 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 DNLVX is a StrongSell and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. DNLVX (173M). 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 : 20.40 vs. DNLVX (17.73). VVIAX return over 5 years is better than : 54.20 vs. DNLVX (42.43).
| 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 | 15.702 | 15.359 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 183B | 0% |
| Annual Yield % from dividends | 1.17 | 2.36 | 50% |
| Returns for 1 year | 17.73 | 20.40 | 87% |
| Returns for 3 years | 11.39 | 25.00 | 46% |
| Returns for 5 years | 42.43 | 54.20 | 78% |
| Returns for 10 years | 33.04 | 109.21 | 30% |
View a ticker or compare two or three
VS
VS
Ad is loading...