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DVLIX vs FSMDX
DVLIX vs FSMDX Comparison
Open Charts DVLIX vs FSMDX
BNY Mellon Opportunistic Midcap Value I
Price$27.91
Change-$1.67 (-5.65%)
VolumeN/A
Net Assets375.08M
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
DVLIX vs FSMDX Comparison Chart
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DVLIX vs. FSMDX commentary
Apr 04, 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 DVLIX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. DVLIX (375M). FSMDX pays higher dividends than DVLIX: FSMDX (1.20) vs DVLIX (0.59). DVLIX was incepted earlier than FSMDX: DVLIX (17 years) vs FSMDX (14 years). DVLIX (0.97) is less costly to investors than FSMDX (0.03). DVLIX is a more actively managed with annual turnover of: 58.67 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than DVLIX: FSMDX (0) vs DVLIX (1000). FSMDX annual gain was more profitable for investors over the last year : 4.57 vs. DVLIX (-7.92). FSMDX return over 5 years is better than : 118.86 vs. DVLIX (63.99).
| DVLIX | FSMDX | DVLIX / FSMDX | |
| Total Expense Ratio | 0.97 | 0.03 | 3,880% |
| Annual Report Gross Expense Ratio | 0.97 | 0.03 | 3,880% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -1.662 | -1.836 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 37.6B | 1% |
| Annual Yield % from dividends | 0.59 | 1.20 | 49% |
| Returns for 1 year | -7.92 | 4.57 | -173% |
| Returns for 3 years | -9.84 | 13.46 | -73% |
| Returns for 5 years | 63.99 | 118.86 | 54% |
| Returns for 10 years | -24.55 | 99.53 | -25% |
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