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DSCVX vs VSMAX
DSCVX vs VSMAX Comparison
Open Charts DSCVX vs VSMAX
BNY Mellon Opportunistic Small Cap I
Price$31.88
Change-$0.49 (-1.51%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
DSCVX vs VSMAX Comparison Chart
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DSCVX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. DSCVX (251M). 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 : 19.58 vs. DSCVX (10.18). VSMAX return over 5 years is better than : 53.97 vs. DSCVX (16.97).
| 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 | 7.661 | 18.049 | 42% |
| 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 | 1.42 | 27% |
| Returns for 1 year | 10.18 | 19.58 | 52% |
| Returns for 3 years | -4.48 | 15.80 | -28% |
| Returns for 5 years | 16.97 | 53.97 | 31% |
| Returns for 10 years | 5.45 | 125.00 | 4% |