Dunham Small Competition

DNDGX Fund

USD 21.11 0.03 0.14%

Dunham Small Cap competes with Dunham Appreciation, Dunham Dynamic, Dunham Small, Dunham Emerging, and Dunham Floating; as well as few others. The fund is listed under Small Growth category and is part of Dunham Funds family. Analyzing Dunham Small competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Dunham Small to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Dunham Small Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Dunham Small competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
19.96	21.11	22.26

Details

Intrinsic

Valuation

Low	Real	High
19.60	20.75	21.90

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Dunham Small. Your research has to be compared to or analyzed against Dunham Small's peers to derive any actionable benefits. When done correctly, Dunham Small's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Dunham Small Cap.

Dunham Small Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Dunham Small and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Dunham and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Dunham Small Cap does not affect the price movement of the other competitor.

	DAALX	DAAIX	DAAVX	DADGX	DADHX	DAEMX	DAFRX	DAFGX	DAIOX
DAALX		0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	DAALX
DAAIX	0.0		0.48	0.78	0.0	-0.2	0.98	0.89	0.59	DAAIX
DAAVX	0.0	0.48		0.68	0.0	0.54	0.58	0.61	0.73	DAAVX
DADGX	0.0	0.78	0.68		0.0	-0.09	0.85	0.93	0.61	DADGX
DADHX	0.0	0.0	0.0	0.0		0.0	0.0	0.0	0.0	DADHX
DAEMX	0.0	-0.2	0.54	-0.09	0.0		-0.13	-0.2	0.37	DAEMX
DAFRX	0.0	0.98	0.58	0.85	0.0	-0.13		0.93	0.65	DAFRX
DAFGX	0.0	0.89	0.61	0.93	0.0	-0.2	0.93		0.56	DAFGX
DAIOX	0.0	0.59	0.73	0.61	0.0	0.37	0.65	0.56		DAIOX
	DAALX	DAAIX	DAAVX	DADGX	DADHX	DAEMX	DAFRX	DAFGX	DAIOX

Click cells to compare fundamentals

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High positive correlations

DAFRX	+ 0.98	DAAIX
DAFGX	+ 0.93	DADGX
DAFGX	+ 0.93	DAFRX
DAFGX	+ 0.89	DAAIX
DAFRX	+ 0.85	DADGX
DADGX	+ 0.78	DAAIX

High negative correlations

DAFGX	- 0.2	DAEMX
DAEMX	- 0.2	DAAIX
DAFRX	- 0.13	DAEMX
DAEMX	- 0.09	DADGX
DAIOX	- 0.0	DADHX
DAFGX	- 0.0	DADHX

Risk-Adjusted Indicators

There is a big difference between Dunham Mutual Fund performing well and Dunham Small Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Dunham Small's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
DAALX	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
DAAIX	0.04	0.01	0.00	(1.92)	0.00	0.00	0.11	0.00	0.23
DAAVX	0.28	(0.04)	(0.27)	0.00	0.35	(0.31)	0.66	(0.72)	2.05
DADGX	0.90	(0.02)	0.02	0.10	1.17	(0.91)	2.23	(1.68)	6.43
DADHX	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
DAEMX	0.72	(0.10)	0.00	(0.14)	0.00	0.00	1.58	(1.81)	4.69
DAFRX	0.06	0.02	0.00	1.03	0.00	0.00	0.12	0.00	0.23
DAFGX	0.79	0.02	0.02	0.14	1.01	(0.74)	1.82	(1.88)	5.01
DAIOX	0.14	0.01	(0.57)	0.40	0.00	(0.20)	0.26	(0.25)	0.64

Unable to evaluate fundamental data of [DAALX, DAAIX, DAAVX, DADGX, DADHX, DAEMX, DAFRX, DAFGX, DAIOX] at this time. Please try again later

All Fundamental Data

Dunham Small Competitive Analysis

The better you understand Dunham Small competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Dunham Small's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Dunham Small's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	DNDGX	DAAIX	DAAVX	DADGX	DAEMX	DAFRX	DAFGX	DAIOX
	0.14 21.11 Dunham	0.23 8.80 Dunham	0.49 12.35 Dunham	0.31 19.37 Dunham	0.15 13.45 Dunham	0.46 8.68 Dunham	0.65 45.24 Dunham	0.13 7.85 Dunham
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Solid	Insignificant	Good	Very Weak	Excellent	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Cautious Hold	Hold	Strong Hold	Hold	Strong Hold	Strong Hold	Strong Sell
Holdings Turnover	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Net Asset	65.6 M	208.34 M	42.55 M	65.6 M	111.39 M	123.81 M	160.31 M	53.55 M
Minimum Initial Investment	100 K	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	3.57 X	N/A	1.87 X	3.73 X	1.24 X	N/A	7.62 X	N/A
Five Year Return	11.88 %	2.25 %	4.76 %	11.59 %	1.38 %	4.47 %	16.22 %	0.95 %
One Year Return	32.63 %	4.85 %	14.52 %	32.25 %	9.49 %	9.98 %	36.07 %	11.32 %
Last Dividend Paid	0.28	0.01	0.04	0.23	0.1	0.02	N/A	0.02
Price To Earning	32.77 X	N/A	17.13 X	30.28 X	10.11 X	N/A	35.82 X	N/A
Price To Sales	2.56 X	N/A	1.16 X	2.54 X	1.02 X	N/A	5.61 X	N/A
Cash Position Weight	1.12 %	49.05 %	27.90 %	2.88 %	2.69 %	2.05 %	3.76 %	8.02 %
Equity Positions Weight	98.88 %	N/A	22.47 %	97.12 %	97.31 %	0.23 %	96.25 %	N/A
Three Year Return	(2.86) %	1.40 %	4.50 %	(3.11) %	(6.37) %	5.88 %	5.30 %	0.68 %
Annual Yield	N/A	0.01 %	0.01 %	N/A	0.01 %	0.0001 %	N/A	0.0002 %
Year To Date Return	18.76 %	4.56 %	10.70 %	18.47 %	6.12 %	7.48 %	28.16 %	6.16 %
Bond Positions Weight	N/A	6.32 %	0.10 %	N/A	N/A	31.99 %	N/A	84.49 %
Ten Year Return	12.69 %	6.59 %	0.68 %	12.41 %	0.82 %	N/A	N/A	N/A
Day Typical Price	21.11	8.8	12.35	19.37	13.45	8.68	45.24	7.85
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)
Period Momentum Indicator	(0.03)	(0.02)	0.06	0.06	(0.02)	(0.04)	0.29	(0.01)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.01	1.0
Day Median Price	21.11	8.8	12.35	19.37	13.45	8.68	45.24	7.85
Price Action Indicator	(0.01)	(0.01)	0.03	0.03	(0.01)	(0.02)	0.14	(0.01)
Relative Strength Index	76.82	54.39	57.91	76.72	45.48	85.58	73.99	67.74
Coefficient Of Variation	817.55	337.17	4158.95	820.56	(2,092)	166.67	745.31	616.78
Mean Deviation	0.8992	0.0358	0.2772	0.9018	0.723	0.0552	0.7899	0.1408
Jensen Alpha	(0.02)	0.0059	(0.04)	(0.02)	(0.10)	0.0239	0.0248	0.0124
Total Risk Alpha	(0.04)	(0)	(0.06)	(0.05)	(0.20)	0.0177	(0.03)	(0.01)
Sortino Ratio	0.0182	N/A	(0.27)	0.0176	N/A	N/A	0.0164	(0.57)
Downside Variance	1.77	N/A	0.186	1.77	N/A	N/A	1.79	0.0297
Standard Deviation	1.22	0.0524	0.3913	1.22	0.9675	0.0616	1.1	0.1688
Kurtosis	1.19	1.25	2.05	1.14	0.4167	(0.73)	0.731	(0.60)
Potential Upside	2.2	0.1142	0.6634	2.23	1.58	0.1171	1.82	0.2577
Treynor Ratio	0.1026	(1.92)	(0)	0.1023	(0.14)	1.03	0.1409	0.4031
Maximum Drawdown	6.44	0.2286	2.05	6.43	4.69	0.2331	5.01	0.6406
Variance	1.5	0.0028	0.1531	1.49	0.9361	0.0038	1.2	0.0285
Market Risk Adjusted Performance	0.1126	(1.91)	0.0081	0.1123	(0.13)	1.04	0.1509	0.4131
Risk Adjusted Performance	0.0975	0.0912	0.0088	0.0971	(0.03)	0.3454	0.1058	0.0889
Skewness	(0.14)	0.5242	0.242	(0.15)	0.0656	0.1518	(0.52)	0.0987
Semi Deviation	1.19	N/A	0.351	1.17	N/A	N/A	1.01	0.0
Information Ratio	0.0198	(2.09)	(0.30)	0.0192	(0.18)	(1.44)	0.0199	(0.58)
Value At Risk	(1.69)	N/A	(0.72)	(1.68)	(1.81)	N/A	(1.88)	(0.25)
Expected Short fall	(0.91)	N/A	(0.31)	(0.91)	N/A	N/A	(0.74)	(0.20)
Downside Deviation	1.33	N/A	0.4313	1.33	N/A	N/A	1.34	0.1722
Semi Variance	1.42	N/A	0.1232	1.36	N/A	N/A	1.02	(0.01)

Dunham Small Competition Performance Charts

Five steps to successful analysis of Dunham Small Competition

Dunham Small's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Dunham Small Cap in relation to its competition. Dunham Small's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Dunham Small in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Dunham Small's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Dunham Small Cap, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Dunham Small position

In addition to having Dunham Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Companies specializing in advertising, marketing and advertising services. The Advertising theme has 45 constituents at this time.

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Other Information on Investing in Dunham Mutual Fund

Dunham Small financial ratios help investors to determine whether Dunham Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dunham with respect to the benefits of owning Dunham Small security.

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