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DCSVX vs VISVX
DCSVX vs VISVX Comparison
Open Charts DCSVX vs VISVX
Dunham Small Cap Value C
Price$10.66
Change-$0.16 (-1.48%)
VolumeN/A
Net Assets96.06M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
DCSVX vs VISVX Comparison Chart
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DCSVX vs. VISVX commentary
Jun 16, 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 DCSVX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. DCSVX (96.1M). VISVX pays higher dividends than DCSVX: VISVX (2.11) vs DCSVX (0.04). DCSVX was incepted earlier than VISVX: DCSVX (21 years) vs VISVX (27 years). DCSVX (2.24) is less costly to investors than VISVX (0.19). DCSVX is a more actively managed with annual turnover of: 159.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than DCSVX: VISVX (3000) vs DCSVX (5000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. DCSVX (-13.86). VISVX return over 5 years is better than : 80.48 vs. DCSVX (10.92).
| DCSVX | VISVX | DCSVX / VISVX | |
| Total Expense Ratio | 2.24 | 0.19 | 1,179% |
| Annual Report Gross Expense Ratio | 2.24 | 0.19 | 1,179% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -6.655 | -4.331 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.1M | 54B | 0% |
| Annual Yield % from dividends | 0.04 | 2.11 | 2% |
| Returns for 1 year | -13.86 | 3.80 | -365% |
| Returns for 3 years | -12.95 | 26.12 | -50% |
| Returns for 5 years | 10.92 | 80.48 | 14% |
| Returns for 10 years | -22.03 | 80.06 | -28% |
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