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DALVX vs DODGX
DALVX vs DODGX Comparison
Open Charts DALVX vs DODGX
Dunham Large Cap Value A
Price$20.91
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets176.24M
DALVX vs DODGX Comparison Chart in %
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DALVX vs. DODGX commentary
Aug 20, 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 Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. DALVX (176M). DODGX pays higher dividends than DALVX: DODGX (1.39) vs DALVX (0.52). 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 : 6.78 vs. DODGX (3.78). DODGX return over 5 years is better than : 70.91 vs. DALVX (57.70).
| 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 | 9.362 | 7.483 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 116B | 0% |
| Annual Yield % from dividends | 0.52 | 1.39 | 37% |
| Returns for 1 year | 6.78 | 3.78 | 180% |
| Returns for 3 years | 22.04 | 22.95 | 96% |
| Returns for 5 years | 57.70 | 70.91 | 81% |
| Returns for 10 years | 44.16 | 73.87 | 60% |
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