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DVLCX vs FSMDX
DVLCX vs FSMDX Comparison
Open Charts DVLCX vs FSMDX
BNY Mellon Opportunistic Midcap Value C
Price$23.20
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets408.41M
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
DVLCX vs FSMDX Comparison Chart
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DVLCX vs. FSMDX commentary
Jan 19, 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 DVLCX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. DVLCX (408M). FSMDX pays higher dividends than DVLCX: FSMDX (1.28) vs DVLCX (0.00). DVLCX was incepted earlier than FSMDX: DVLCX (17 years) vs FSMDX (13 years). DVLCX is a more actively managed with annual turnover of: 32.73 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than DVLCX: FSMDX (0) vs DVLCX (1000). FSMDX annual gain was more profitable for investors over the last year : 21.14 vs. DVLCX (3.88). FSMDX return over 5 years is better than : 54.11 vs. DVLCX (3.69).
| DVLCX | FSMDX | DVLCX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 4.176 | 3.642 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 37B | 1% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 3.88 | 21.14 | 18% |
| Returns for 3 years | -7.89 | 20.66 | -38% |
| Returns for 5 years | 3.69 | 54.11 | 7% |
| Returns for 10 years | -34.32 | 124.41 | -28% |
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