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DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$27.53
Change+$0.49 (+1.81%)
VolumeN/A
Net Assets196.65M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
DSCVX vs NAESX Comparison Chart
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DSCVX vs. NAESX commentary
Apr 25, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. DSCVX (197M). 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 : -2.36 vs. DSCVX (-3.56). NAESX return over 5 years is better than : 71.57 vs. DSCVX (34.38).
| 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 | -11.922 | -12.247 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 143B | 0% |
| Annual Yield % from dividends | 0.53 | 1.39 | 38% |
| Returns for 1 year | -3.56 | -2.36 | 151% |
| Returns for 3 years | -15.29 | 4.67 | -328% |
| Returns for 5 years | 34.38 | 71.57 | 48% |
| Returns for 10 years | -14.78 | 78.60 | -19% |