Interact to see
Advertisement
Advertisement
DVLCX vs FSMDX
DVLCX vs FSMDX Comparison
Open Charts DVLCX vs FSMDX
BNY Mellon Opportunistic Midcap Value C
Price$22.09
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets374.37M
Fidelity Mid Cap Index
Price$33.76
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets37.69B
DVLCX vs FSMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DVLCX vs. FSMDX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. DVLCX (374M). FSMDX pays higher dividends than DVLCX: FSMDX (1.21) 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 : 6.86 vs. DVLCX (-9.25). FSMDX return over 5 years is better than : 78.84 vs. DVLCX (16.84).
| 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 | -0.763 | 0.118 | -644% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 37.7B | 1% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -9.25 | 6.86 | -135% |
| Returns for 3 years | -7.05 | 31.52 | -22% |
| Returns for 5 years | 16.84 | 78.84 | 21% |
| Returns for 10 years | -42.11 | 102.29 | -41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers