Ad is loading...
DVLIX vs VEXMX
DVLIX vs VEXMX Comparison
Open Charts DVLIX vs VEXMX
BNY Mellon Opportunistic Midcap Value I
Price$29.02
Change-$0.65 (-2.19%)
VolumeN/A
Net Assets379.53M
Vanguard Extended Market Index Investor
Price$130.96
Change-$4.83 (-3.56%)
VolumeN/A
Net Assets110.09B
DVLIX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DVLIX vs. VEXMX commentary
Mar 11, 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 110B vs. DVLIX (380M). VEXMX pays higher dividends than DVLIX: VEXMX (0.98) vs DVLIX (0.56). DVLIX was incepted earlier than VEXMX: DVLIX (17 years) vs VEXMX (37 years). DVLIX (0.97) is less costly to investors than VEXMX (0.19). DVLIX is a more actively managed with annual turnover of: 58.67 vs. VEXMX (11.00). DVLIX has a lower initial minimum investment than VEXMX: DVLIX (1000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 4.01 vs. DVLIX (-6.10). VEXMX return over 5 years is better than : 59.99 vs. DVLIX (26.68).
| DVLIX | VEXMX | DVLIX / VEXMX | |
| Total Expense Ratio | 0.97 | 0.19 | 511% |
| Annual Report Gross Expense Ratio | 0.97 | 0.19 | 511% |
| Fund Existence | 17 years | 37 years | - |
| Gain YTD | -1.363 | -5.832 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 110B | 0% |
| Annual Yield % from dividends | 0.56 | 0.98 | 58% |
| Returns for 1 year | -6.10 | 4.01 | -152% |
| Returns for 3 years | -0.49 | 17.58 | -3% |
| Returns for 5 years | 26.68 | 59.99 | 44% |
| Returns for 10 years | -22.93 | 106.69 | -21% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JEPIX | 14.48 | 0.08 | +0.56% |
| JPMorgan Equity Premium Income I | |||
| JIVRX | 30.89 | 0.16 | +0.52% |
| JPMorgan U.S. Applied Data Sci Val R5 | |||
| GBCCX | 14.53 | 0.07 | +0.48% |
| Gabelli Dividend Growth C | |||
| MSERX | 8.60 | N/A | N/A |
| MassMutual Small Cap Growth Eq R4 | |||
| GSMAX | 19.18 | -0.04 | -0.21% |
| Goldman Sachs Small/Mid Cap Growth A | |||