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DVLCX vs FSMDX
DVLCX vs FSMDX Comparison
Open Charts DVLCX vs FSMDX
BNY Mellon Opportunistic Midcap Value C
Price$21.85
Change+$0.32 (+1.49%)
VolumeN/A
Net Assets369.81M
Fidelity Mid Cap Index
Price$33.15
Change+$0.41 (+1.25%)
VolumeN/A
Net Assets37.64B
DVLCX vs FSMDX Comparison Chart
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DVLCX vs. FSMDX commentary
Apr 03, 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 Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. DVLCX (370M). FSMDX pays higher dividends than DVLCX: FSMDX (1.20) vs DVLCX (0.00). DVLCX was incepted earlier than FSMDX: DVLCX (17 years) vs FSMDX (14 years). DVLCX (1.98) is less costly to investors than FSMDX (0.03). DVLCX is a more actively managed with annual turnover of: 58.67 vs. FSMDX (8.00). 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 : 3.64 vs. DVLCX (-13.32). FSMDX return over 5 years is better than : 116.15 vs. DVLCX (39.63).
| DVLCX | FSMDX | DVLCX / FSMDX | |
| Total Expense Ratio | 1.98 | 0.03 | 7,920% |
| Annual Report Gross Expense Ratio | 1.98 | 0.03 | 7,920% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -3.907 | -3.050 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 37.6B | 1% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -13.32 | 3.64 | -366% |
| Returns for 3 years | -17.60 | 12.50 | -141% |
| Returns for 5 years | 39.63 | 116.15 | 34% |
| Returns for 10 years | -41.95 | 98.36 | -43% |
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