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DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$32.32
Change+$0.40 (+1.25%)
VolumeN/A
Net Assets243.08M
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
DSCVX vs NAESX Comparison Chart
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DSCVX vs. NAESX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. DSCVX (243M). NAESX pays higher dividends than DSCVX: NAESX (1.31) vs DSCVX (0.38). DSCVX was incepted earlier than NAESX: DSCVX (31 years) vs NAESX (64 years). DSCVX is a more actively managed with annual turnover of: 38.26 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 : 20.30 vs. DSCVX (13.93). NAESX return over 5 years is better than : 55.79 vs. DSCVX (20.66).
| DSCVX | NAESX | DSCVX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 64 years | - |
| Gain YTD | 5.277 | 3.621 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 155B | 0% |
| Annual Yield % from dividends | 0.38 | 1.31 | 29% |
| Returns for 1 year | 13.93 | 20.30 | 69% |
| Returns for 3 years | 0.13 | 20.81 | 1% |
| Returns for 5 years | 20.66 | 55.79 | 37% |
| Returns for 10 years | 13.06 | 124.23 | 11% |