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DNLVX vs VVIAX
DNLVX vs VVIAX Comparison
Open Charts DNLVX vs VVIAX
Dunham Large Cap Value N
Price$21.35
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets183.77M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
DNLVX vs VVIAX Comparison Chart in %
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DNLVX vs. VVIAX commentary
Sep 08, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. DNLVX (184M). VVIAX pays higher dividends than DNLVX: VVIAX (2.10) vs DNLVX (0.73). DNLVX was incepted earlier than VVIAX: DNLVX (21 years) vs VVIAX (25 years). DNLVX (1.19) is less costly to investors than VVIAX (0.05). DNLVX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than DNLVX: VVIAX (3000) vs DNLVX (100000). DNLVX annual gain was more profitable for investors over the last year : 8.36 vs. VVIAX (7.74). VVIAX return over 5 years is better than : 70.16 vs. DNLVX (59.68).
| DNLVX | VVIAX | DNLVX / VVIAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.19 | 0.05 | 2,380% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 11.082 | 7.850 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 203B | 0% |
| Annual Yield % from dividends | 0.73 | 2.10 | 35% |
| Returns for 1 year | 8.36 | 7.74 | 108% |
| Returns for 3 years | 32.27 | 36.61 | 88% |
| Returns for 5 years | 59.68 | 70.16 | 85% |
| Returns for 10 years | 50.15 | 131.61 | 38% |
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