Ad is loading...
DVLIX vs VEXMX
DVLIX vs VEXMX Comparison
Open Charts DVLIX vs VEXMX
BNY Mellon Opportunistic Midcap Value I
Price$31.70
Change+$0.46 (+1.47%)
VolumeN/A
Net Assets405.77M
Vanguard Extended Market Index Investor
Price$152.38
Change+$1.66 (+1.10%)
VolumeN/A
Net Assets111.13B
DVLIX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DVLIX vs. VEXMX 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 111B vs. DVLIX (406M). VEXMX pays higher dividends than DVLIX: VEXMX (1.09) vs DVLIX (0.75). DVLIX was incepted earlier than VEXMX: DVLIX (17 years) vs VEXMX (37 years). DVLIX is a more actively managed with annual turnover of: 32.73 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 : 24.07 vs. DVLIX (6.92). VEXMX return over 5 years is better than : 60.66 vs. DVLIX (21.91).
| DVLIX | VEXMX | DVLIX / VEXMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 37 years | - |
| Gain YTD | 5.386 | 4.522 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 406M | 111B | 0% |
| Annual Yield % from dividends | 0.75 | 1.09 | 69% |
| Returns for 1 year | 6.92 | 24.07 | 29% |
| Returns for 3 years | 2.55 | 21.60 | 12% |
| Returns for 5 years | 21.91 | 60.66 | 36% |
| Returns for 10 years | -15.30 | 136.41 | -11% |