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DSCVX vs VSMAX
DSCVX vs VSMAX Comparison
Open Charts DSCVX vs VSMAX
BNY Mellon Opportunistic Small Cap I
Price$27.53
Change+$0.49 (+1.81%)
VolumeN/A
Net Assets196.65M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
DSCVX vs VSMAX Comparison Chart
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DSCVX vs. VSMAX commentary
Apr 25, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. DSCVX (197M). VSMAX pays higher dividends than DSCVX: VSMAX (1.52) vs DSCVX (0.53). DSCVX was incepted earlier than VSMAX: DSCVX (31 years) vs VSMAX (24 years). DSCVX (1.16) is less costly to investors than VSMAX (0.05). DSCVX is a more actively managed with annual turnover of: 61.03 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 : -2.34 vs. DSCVX (-3.56). VSMAX return over 5 years is better than : 71.79 vs. DSCVX (34.38).
| DSCVX | VSMAX | DSCVX / VSMAX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | -11.922 | -12.239 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 143B | 0% |
| Annual Yield % from dividends | 0.53 | 1.52 | 35% |
| Returns for 1 year | -3.56 | -2.34 | 152% |
| Returns for 3 years | -15.29 | 4.74 | -323% |
| Returns for 5 years | 34.38 | 71.79 | 48% |
| Returns for 10 years | -14.78 | 79.09 | -19% |