Interact to see
Advertisement
Advertisement
DVLIX vs FSMDX
DVLIX vs FSMDX Comparison
Open Charts DVLIX vs FSMDX
BNY Mellon Opportunistic Midcap Value I
Price$30.27
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets376.46M
DVLIX vs FSMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DVLIX vs. FSMDX commentary
Jun 03, 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: 40.4B vs. DVLIX (376M). FSMDX pays higher dividends than DVLIX: FSMDX (1.14) vs DVLIX (0.57). 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 : 9.06 vs. DVLIX (-5.14). FSMDX return over 5 years is better than : 65.58 vs. DVLIX (22.48).
| 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 | 0.399 | 1.036 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 40.4B | 1% |
| Annual Yield % from dividends | 0.57 | 1.14 | 50% |
| Returns for 1 year | -5.14 | 9.06 | -57% |
| Returns for 3 years | -3.57 | 27.63 | -13% |
| Returns for 5 years | 22.48 | 65.58 | 34% |
| Returns for 10 years | -24.71 | 107.86 | -23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement