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DMCVX vs FSMDX
DMCVX vs FSMDX Comparison
Open Charts DMCVX vs FSMDX
BNY Mellon Opportunistic Midcap Value A
Price$27.99
Change+$2.16 (+8.36%)
VolumeN/A
Net Assets324.67M
Fidelity Mid Cap Index
Price$31.20
Change+$2.50 (+8.71%)
VolumeN/A
Net Assets37.64B
DMCVX vs FSMDX Comparison Chart
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DMCVX vs. FSMDX commentary
Apr 11, 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 Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. DMCVX (325M). FSMDX pays higher dividends than DMCVX: FSMDX (1.20) vs DMCVX (0.38). DMCVX was incepted earlier than FSMDX: DMCVX (30 years) vs FSMDX (14 years). DMCVX (1.17) is less costly to investors than FSMDX (0.03). DMCVX is a more actively managed with annual turnover of: 58.67 vs. FSMDX (8.00). 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 : -9.80 vs. DMCVX (-20.37). FSMDX return over 5 years is better than : 61.73 vs. DMCVX (20.43).
| DMCVX | FSMDX | DMCVX / FSMDX | |
| Total Expense Ratio | 1.17 | 0.03 | 4,680% |
| Annual Report Gross Expense Ratio | 1.17 | 0.03 | 4,680% |
| Fund Existence | 30 years | 14 years | - |
| Gain YTD | -14.781 | -15.013 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 37.6B | 1% |
| Annual Yield % from dividends | 0.38 | 1.20 | 32% |
| Returns for 1 year | -20.37 | -9.80 | 208% |
| Returns for 3 years | -21.14 | 0.43 | -4,860% |
| Returns for 5 years | 20.43 | 61.73 | 33% |
| Returns for 10 years | -35.70 | 71.81 | -50% |
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