Interact to see
Advertisement
Advertisement
DALVX vs VVIAX
DALVX vs VVIAX Comparison
Open Charts DALVX vs VVIAX
Dunham Large Cap Value A
Price$22.20
Change+$0.18 (+0.82%)
VolumeN/A
Net Assets201.48M
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
DALVX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DALVX vs. VVIAX commentary
Dec 04, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. DALVX (201M). VVIAX pays higher dividends than DALVX: VVIAX (2.04) vs DALVX (0.48). DALVX was incepted earlier than VVIAX: DALVX (19 years) vs VVIAX (25 years). DALVX (1.44) is less costly to investors than VVIAX (0.05). DALVX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than DALVX: VVIAX (3000) vs DALVX (5000). DALVX annual gain was more profitable for investors over the last year : 5.24 vs. VVIAX (4.76). VVIAX return over 5 years is better than : 61.18 vs. DALVX (50.73).
| DALVX | VVIAX | DALVX / VVIAX | |
| Total Expense Ratio | 1.44 | 0.05 | 2,880% |
| Annual Report Gross Expense Ratio | 1.44 | 0.05 | 2,880% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 16.266 | 11.776 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 208B | 0% |
| Annual Yield % from dividends | 0.48 | 2.04 | 24% |
| Returns for 1 year | 5.24 | 4.76 | 110% |
| Returns for 3 years | 27.63 | 29.82 | 93% |
| Returns for 5 years | 50.73 | 61.18 | 83% |
| Returns for 10 years | 45.38 | 127.14 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement