DSCVX
Price
$28.83
Change
+$0.07 (+0.24%)
Updated
Mar 1, 6:59 PM EST
NAESX
Price
$106.02
Change
+$0.77 (+0.73%)
Updated
Mar 1, 6:59 PM EST
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DSCVX vs NAESX ᐉ Comparison: Which is Better to Invest?

Header iconDSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESXBanner chart's image
BNY Mellon Opportunistic Small Cap I
Price$28.83
Change+$0.07 (+0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$106.02
Change+$0.77 (+0.73%)
VolumeN/A
CapitalizationN/A
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DSCVX vs NAESX Comparison Chart

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VS
DSCVX vs. NAESX commentary
Mar 03, 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 Hold and NAESX is a Hold.

FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 130B vs. DSCVX (293M). NAESX pays higher dividends than DSCVX: NAESX (1.40) vs DSCVX (0.39). DSCVX was incepted earlier than NAESX: DSCVX (30 years) vs NAESX (63 years). DSCVX (1.14) is less costly to investors than NAESX (0.17). DSCVX is a more actively managed with annual turnover of: 38.26 vs. NAESX (14.00). 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 : 11.79 vs. DSCVX (-3.76). NAESX return over 5 years is better than : 44.07 vs. DSCVX (7.25).
DSCVXNAESXDSCVX / NAESX
Total Expense Ratio1.140.17671%
Annual Report Gross Expense Ratio1.140.17671%
Fund Existence30 years63 years-
Gain YTD-2.3193.758-62%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRA750N/A-
Net Assets293M130B0%
Annual Yield % from dividends0.391.4028%
Returns for 1 year-3.7611.79-32%
Returns for 3 years-21.734.46-487%
Returns for 5 years7.2544.0716%
Returns for 10 years-20.30101.50-20%
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