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DSCVX vs VSMAX
DSCVX vs VSMAX Comparison
Open Charts DSCVX vs VSMAX
BNY Mellon Opportunistic Small Cap I
Price$32.03
Change-$0.49 (-1.51%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
DSCVX vs VSMAX Comparison Chart
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DSCVX vs. VSMAX commentary
Nov 18, 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 StrongSell and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. DSCVX (250M). VSMAX pays higher dividends than DSCVX: VSMAX (1.42) vs DSCVX (0.38). DSCVX was incepted earlier than VSMAX: DSCVX (31 years) vs VSMAX (24 years). DSCVX is a more actively managed with annual turnover of: 38.26 vs. VSMAX (12.00). DSCVX has a lower initial minimum investment than VSMAX: DSCVX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. DSCVX (19.07). VSMAX return over 5 years is better than : 55.62 vs. DSCVX (20.24).
| DSCVX | VSMAX | DSCVX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 7.664 | 15.803 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 151B | 0% |
| Annual Yield % from dividends | 0.38 | 1.42 | 27% |
| Returns for 1 year | 19.07 | 30.28 | 63% |
| Returns for 3 years | -22.31 | 4.74 | -471% |
| Returns for 5 years | 20.24 | 55.62 | 36% |
| Returns for 10 years | -7.50 | 123.30 | -6% |