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DVLIX vs FSMDX
DVLIX vs FSMDX Comparison
Open Charts DVLIX vs FSMDX
BNY Mellon Opportunistic Midcap Value I
Price$28.25
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets355.22M
Fidelity Mid Cap Index
Price$31.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets37.64B
DVLIX vs FSMDX Comparison Chart
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DVLIX vs. FSMDX commentary
Apr 28, 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 Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. DVLIX (355M). 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 : 4.26 vs. DVLIX (-9.65). FSMDX return over 5 years is better than : 80.78 vs. DVLIX (33.60).
| 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 | -6.084 | -5.301 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 37.6B | 1% |
| Annual Yield % from dividends | 0.59 | 1.20 | 49% |
| Returns for 1 year | -9.65 | 4.26 | -226% |
| Returns for 3 years | -9.88 | 18.18 | -54% |
| Returns for 5 years | 33.60 | 80.78 | 42% |
| Returns for 10 years | -28.98 | 92.80 | -31% |
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