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DVLIX vs FSMDX
DVLIX vs FSMDX Comparison
Open Charts DVLIX vs FSMDX
BNY Mellon Opportunistic Midcap Value I
Price$29.85
Change-$0.93 (-3.02%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
DVLIX vs FSMDX Comparison Chart
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DVLIX vs. FSMDX commentary
Dec 19, 2024
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 StrongBuy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. DVLIX (400M). FSMDX pays higher dividends than DVLIX: FSMDX (1.28) vs DVLIX (0.75). DVLIX was incepted earlier than FSMDX: DVLIX (17 years) vs FSMDX (13 years). DVLIX is a more actively managed with annual turnover of: 32.73 vs. FSMDX (9.00). 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 : 20.70 vs. DVLIX (4.88). FSMDX return over 5 years is better than : 57.26 vs. DVLIX (18.60).
| DVLIX | FSMDX | DVLIX / 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 | 3.681 | 19.211 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 39.6B | 1% |
| Annual Yield % from dividends | 0.75 | 1.28 | 58% |
| Returns for 1 year | 4.88 | 20.70 | 24% |
| Returns for 3 years | 0.74 | 19.14 | 4% |
| Returns for 5 years | 18.60 | 57.26 | 32% |
| Returns for 10 years | -20.09 | 122.53 | -16% |
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