Ad is loading...
DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$27.05
Change-$2.09 (-7.17%)
VolumeN/A
Net Assets214.81M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
DSCVX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DSCVX vs. NAESX commentary
Apr 04, 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: 153B vs. DSCVX (215M). NAESX pays higher dividends than DSCVX: NAESX (1.39) vs DSCVX (0.53). DSCVX was incepted earlier than NAESX: DSCVX (31 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 (12.00). 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 : 1.18 vs. DSCVX (0.64). NAESX return over 5 years is better than : 115.68 vs. DSCVX (71.27).
| DSCVX | NAESX | DSCVX / NAESX | |
| Total Expense Ratio | 1.06 | 0.17 | 624% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 31 years | 65 years | - |
| Gain YTD | -5.081 | -5.833 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 153B | 0% |
| Annual Yield % from dividends | 0.53 | 1.39 | 38% |
| Returns for 1 year | 0.64 | 1.18 | 55% |
| Returns for 3 years | -14.94 | 6.44 | -232% |
| Returns for 5 years | 71.27 | 115.68 | 62% |
| Returns for 10 years | -7.09 | 90.61 | -8% |
View a ticker or compare two or three
VS
VS
Ad is loading...