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DCLVX vs VVIAX
DCLVX vs VVIAX Comparison
Open Charts DCLVX vs VVIAX
Dunham Large Cap Value C
Price$19.16
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets174.94M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
DCLVX vs VVIAX Comparison Chart in %
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DCLVX vs. VVIAX commentary
Jul 06, 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 DCLVX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. DCLVX (175M). VVIAX pays higher dividends than DCLVX: VVIAX (2.18) vs DCLVX (0.09). DCLVX was incepted earlier than VVIAX: DCLVX (21 years) vs VVIAX (25 years). DCLVX (2.19) is less costly to investors than VVIAX (0.05). DCLVX is a more actively managed with annual turnover of: 23.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than DCLVX: VVIAX (3000) vs DCLVX (5000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. DCLVX (9.09). VVIAX return over 5 years is better than : 80.13 vs. DCLVX (58.17).
| DCLVX | VVIAX | DCLVX / VVIAX | |
| Total Expense Ratio | 2.19 | 0.05 | 4,380% |
| Annual Report Gross Expense Ratio | 2.19 | 0.05 | 4,380% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 7.883 | 6.198 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 189B | 0% |
| Annual Yield % from dividends | 0.09 | 2.18 | 4% |
| Returns for 1 year | 9.09 | 12.03 | 76% |
| Returns for 3 years | 26.27 | 35.17 | 75% |
| Returns for 5 years | 58.17 | 80.13 | 73% |
| Returns for 10 years | 24.48 | 115.67 | 21% |