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DVLCX vs FSMDX
DVLCX vs FSMDX Comparison
Open Charts DVLCX vs FSMDX
BNY Mellon Opportunistic Midcap Value C
Price$21.16
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets358.74M
Fidelity Mid Cap Index
Price$32.30
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets37.69B
DVLCX vs FSMDX Comparison Chart
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DVLCX vs. FSMDX commentary
May 02, 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: 37.7B vs. DVLCX (359M). 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 : 6.20 vs. DVLCX (-10.73). FSMDX return over 5 years is better than : 81.04 vs. DVLCX (18.21).
| 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 | -5.299 | -4.412 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 37.7B | 1% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -10.73 | 6.20 | -173% |
| Returns for 3 years | -14.20 | 20.14 | -70% |
| Returns for 5 years | 18.21 | 81.04 | 22% |
| Returns for 10 years | -44.01 | 95.04 | -46% |
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