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DVLCX vs FSMDX
DVLCX vs FSMDX Comparison
Open Charts DVLCX vs FSMDX
BNY Mellon Opportunistic Midcap Value C
Price$22.48
Change-$0.61 (-2.64%)
VolumeN/A
Net Assets391.98M
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
DVLCX vs FSMDX Comparison Chart
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DVLCX vs. FSMDX commentary
Feb 23, 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: 38.6B vs. DVLCX (392M). 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 : 12.97 vs. DVLCX (-3.47). FSMDX return over 5 years is better than : 51.19 vs. DVLCX (-0.67).
| 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 | 0.943 | 1.717 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 38.6B | 1% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -3.47 | 12.97 | -27% |
| Returns for 3 years | -8.69 | 24.51 | -35% |
| Returns for 5 years | -0.67 | 51.19 | -1% |
| Returns for 10 years | -40.36 | 107.43 | -38% |