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DMCVX vs FSMDX
DMCVX vs FSMDX Comparison
Open Charts DMCVX vs FSMDX
BNY Mellon Opportunistic Midcap Value A
Price$31.58
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets408.41M
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
DMCVX vs FSMDX Comparison Chart
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DMCVX vs. FSMDX commentary
Jan 19, 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: 37B vs. DMCVX (408M). 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 : 21.14 vs. DMCVX (7.39). FSMDX return over 5 years is better than : 54.11 vs. DMCVX (16.31).
| 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 | 4.190 | 3.642 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 37B | 1% |
| Annual Yield % from dividends | 0.57 | 1.28 | 45% |
| Returns for 1 year | 7.39 | 21.14 | 35% |
| Returns for 3 years | -1.37 | 20.66 | -7% |
| Returns for 5 years | 16.31 | 54.11 | 30% |
| Returns for 10 years | -16.67 | 124.41 | -13% |
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