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DNLVX vs VVIAX
DNLVX vs VVIAX Comparison
Open Charts DNLVX vs VVIAX
Dunham Large Cap Value N
Price$21.21
Change-$0.13 (-0.61%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.33
Change-$0.55 (-0.79%)
VolumeN/A
CapitalizationN/A
DNLVX vs VVIAX Comparison Chart
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DNLVX vs. VVIAX commentary
Nov 13, 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: 184B vs. DNLVX (162M). 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). DNLVX (29.74) and VVIAX (29.29) have marching annual gain over last year. VVIAX return over 5 years is better than : 53.41 vs. DNLVX (47.08).
| 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 | 22.292 | 19.003 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 184B | 0% |
| Annual Yield % from dividends | 1.17 | 2.36 | 50% |
| Returns for 1 year | 29.74 | 29.29 | 102% |
| Returns for 3 years | 10.72 | 22.51 | 48% |
| Returns for 5 years | 47.08 | 53.41 | 88% |
| Returns for 10 years | 41.56 | 113.85 | 37% |
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