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DALVX vs DODGX
DALVX vs DODGX Comparison
Open Charts DALVX vs DODGX
Dunham Large Cap Value A
Price$21.38
Change+$0.17 (+0.80%)
VolumeN/A
Net Assets190.56M
DALVX vs DODGX Comparison Chart in %
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DALVX vs. DODGX commentary
Sep 28, 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 DALVX is a Hold and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. DALVX (191M). DODGX pays higher dividends than DALVX: DODGX (1.34) vs DALVX (0.51). DALVX was incepted earlier than DODGX: DALVX (19 years) vs DODGX (61 years). DALVX (1.44) is less costly to investors than DODGX (0.51). DALVX is a more actively managed with annual turnover of: 23.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than DALVX: DODGX (2500) vs DALVX (5000). DALVX annual gain was more profitable for investors over the last year : 5.80 vs. DODGX (3.35). DODGX return over 5 years is better than : 78.53 vs. DALVX (64.73).
| DALVX | DODGX | DALVX / DODGX | |
| Total Expense Ratio | 1.44 | 0.51 | 282% |
| Annual Report Gross Expense Ratio | 1.44 | 0.51 | 282% |
| Fund Existence | 19 years | 61 years | - |
| Gain YTD | 11.820 | 8.851 | 134% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 121B | 0% |
| Annual Yield % from dividends | 0.51 | 1.34 | 38% |
| Returns for 1 year | 5.80 | 3.35 | 173% |
| Returns for 3 years | 41.96 | 45.75 | 92% |
| Returns for 5 years | 64.73 | 78.53 | 82% |
| Returns for 10 years | 53.75 | 87.64 | 61% |
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