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DVLIX vs FSMDX
DVLIX vs FSMDX Comparison
Open Charts DVLIX vs FSMDX
BNY Mellon Opportunistic Midcap Value I
Price$31.70
Change+$0.46 (+1.47%)
VolumeN/A
Net Assets405.77M
Fidelity Mid Cap Index
Price$35.49
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets37.02B
DVLIX vs FSMDX Comparison Chart
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DVLIX vs. FSMDX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. DVLIX (406M). 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 : 20.18 vs. DVLIX (6.92). FSMDX return over 5 years is better than : 60.07 vs. DVLIX (21.91).
| 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 | 5.386 | 3.879 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 37B | 1% |
| Annual Yield % from dividends | 0.75 | 1.28 | 58% |
| Returns for 1 year | 6.92 | 20.18 | 34% |
| Returns for 3 years | 2.55 | 23.42 | 11% |
| Returns for 5 years | 21.91 | 60.07 | 36% |
| Returns for 10 years | -15.30 | 122.46 | -12% |