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DVLIX vs VEXMX
DVLIX vs VEXMX Comparison
Open Charts DVLIX vs VEXMX
BNY Mellon Opportunistic Midcap Value I
Price$27.80
Change+$2.15 (+8.38%)
VolumeN/A
Net Assets324.67M
Vanguard Extended Market Index Investor
Price$120.20
Change-$5.61 (-4.46%)
VolumeN/A
Net Assets101.44B
DVLIX vs VEXMX Comparison Chart
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DVLIX vs. VEXMX commentary
Apr 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 Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 101B vs. DVLIX (325M). VEXMX pays higher dividends than DVLIX: VEXMX (1.15) vs DVLIX (0.59). 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 : -12.73 vs. DVLIX (-20.28). VEXMX return over 5 years is better than : 55.04 vs. DVLIX (20.91).
| 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 | -14.727 | -20.689 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 101B | 0% |
| Annual Yield % from dividends | 0.59 | 1.15 | 51% |
| Returns for 1 year | -20.28 | -12.73 | 159% |
| Returns for 3 years | -21.13 | -5.02 | 421% |
| Returns for 5 years | 20.91 | 55.04 | 38% |
| Returns for 10 years | -35.16 | 66.72 | -53% |
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