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DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$33.48
Change+$0.20 (+0.60%)
VolumeN/A
Net Assets226.96M
Vanguard Small Cap Index I
Price$124.00
Change+$0.80 (+0.65%)
VolumeN/A
Net Assets162.36B
DSCVX vs NAESX Comparison Chart in %
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DSCVX vs. NAESX commentary
Oct 26, 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 DSCVX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. DSCVX (227M). NAESX pays higher dividends than DSCVX: NAESX (1.23) vs DSCVX (0.46). DSCVX was incepted earlier than NAESX: DSCVX (32 years) vs NAESX (65 years). DSCVX (1.16) is less costly to investors than NAESX (0.17). DSCVX is a more actively managed with annual turnover of: 61.03 vs. NAESX (13.00). DSCVX has a lower initial minimum investment than NAESX: DSCVX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.34 vs. DSCVX (6.24). NAESX return over 5 years is better than : 57.75 vs. DSCVX (22.04).
| DSCVX | NAESX | DSCVX / NAESX | |
| Total Expense Ratio | 1.06 | 0.17 | 624% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 32 years | 65 years | - |
| Gain YTD | 9.055 | 7.919 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227M | 162B | 0% |
| Annual Yield % from dividends | 0.46 | 1.23 | 38% |
| Returns for 1 year | 6.24 | 9.34 | 67% |
| Returns for 3 years | 16.31 | 42.31 | 39% |
| Returns for 5 years | 22.04 | 57.75 | 38% |
| Returns for 10 years | 13.80 | 138.41 | 10% |
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