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DMCVX vs FSMDX
DMCVX vs FSMDX Comparison
Open Charts DMCVX vs FSMDX
BNY Mellon Opportunistic Midcap Value A
Price$30.63
Change-$0.82 (-2.61%)
VolumeN/A
Net Assets391.98M
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
DMCVX vs FSMDX Comparison Chart
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DMCVX vs. FSMDX commentary
Feb 23, 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 DMCVX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. DMCVX (392M). FSMDX pays higher dividends than DMCVX: FSMDX (1.28) vs DMCVX (0.57). DMCVX was incepted earlier than FSMDX: DMCVX (29 years) vs FSMDX (13 years). DMCVX is a more actively managed with annual turnover of: 32.73 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than DMCVX: FSMDX (0) vs DMCVX (1000). FSMDX annual gain was more profitable for investors over the last year : 12.97 vs. DMCVX (-0.20). FSMDX return over 5 years is better than : 51.19 vs. DMCVX (11.43).
| DMCVX | FSMDX | DMCVX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 13 years | - |
| Gain YTD | 1.056 | 1.717 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 38.6B | 1% |
| Annual Yield % from dividends | 0.57 | 1.28 | 45% |
| Returns for 1 year | -0.20 | 12.97 | -2% |
| Returns for 3 years | -2.20 | 24.51 | -9% |
| Returns for 5 years | 11.43 | 51.19 | 22% |
| Returns for 10 years | -24.31 | 107.43 | -23% |