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DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$30.01
Change+$0.42 (+1.42%)
VolumeN/A
Net Assets210.76M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
DSCVX vs NAESX Comparison Chart
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DSCVX vs. NAESX commentary
Jun 07, 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: 148B vs. DSCVX (211M). NAESX pays higher dividends than DSCVX: NAESX (1.35) vs DSCVX (0.52). 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 (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 : 5.13 vs. DSCVX (-0.21). NAESX return over 5 years is better than : 52.20 vs. DSCVX (18.46).
| 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 | -3.616 | -4.086 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 148B | 0% |
| Annual Yield % from dividends | 0.52 | 1.35 | 39% |
| Returns for 1 year | -0.21 | 5.13 | -4% |
| Returns for 3 years | -6.40 | 16.63 | -38% |
| Returns for 5 years | 18.46 | 52.20 | 35% |
| Returns for 10 years | -10.44 | 96.08 | -11% |