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DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$32.05
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets225.19M
Vanguard Small Cap Index I
Price$115.84
Change+$0.53 (+0.46%)
VolumeN/A
Net Assets153.28B
DSCVX vs NAESX Comparison Chart in %
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DSCVX vs. NAESX commentary
Jul 09, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. DSCVX (225M). NAESX pays higher dividends than DSCVX: NAESX (1.28) vs DSCVX (0.48). 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 : 11.17 vs. DSCVX (7.58). NAESX return over 5 years is better than : 69.58 vs. DSCVX (31.90).
| 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 | 3.909 | 0.293 | 1,334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225M | 153B | 0% |
| Annual Yield % from dividends | 0.48 | 1.28 | 38% |
| Returns for 1 year | 7.58 | 11.17 | 68% |
| Returns for 3 years | 11.28 | 33.97 | 33% |
| Returns for 5 years | 31.90 | 69.58 | 46% |
| Returns for 10 years | -3.88 | 105.98 | -4% |
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