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DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$31.88
Change-$0.49 (-1.51%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
DSCVX vs NAESX Comparison Chart
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DSCVX vs. NAESX commentary
Dec 19, 2024
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 Sell and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. DSCVX (251M). 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 : 19.54 vs. DSCVX (10.18). NAESX return over 5 years is better than : 53.79 vs. DSCVX (16.97).
| 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 | 7.661 | 17.994 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 167B | 0% |
| Annual Yield % from dividends | 0.38 | 1.31 | 29% |
| Returns for 1 year | 10.18 | 19.54 | 52% |
| Returns for 3 years | -4.48 | 15.71 | -28% |
| Returns for 5 years | 16.97 | 53.79 | 32% |
| Returns for 10 years | 5.45 | 124.30 | 4% |
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