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DVLIX vs VEXMX
DVLIX vs VEXMX Comparison
Open Charts DVLIX vs VEXMX
BNY Mellon Opportunistic Midcap Value I
Price$29.85
Change-$0.93 (-3.02%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Investor
Price$144.97
Change-$6.68 (-4.40%)
VolumeN/A
CapitalizationN/A
DVLIX vs VEXMX Comparison Chart
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DVLIX vs. VEXMX commentary
Dec 19, 2024
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 StrongBuy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 120B vs. DVLIX (400M). 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 : 16.68 vs. DVLIX (4.88). VEXMX return over 5 years is better than : 53.00 vs. DVLIX (18.60).
| 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 | 3.681 | 16.402 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 120B | 0% |
| Annual Yield % from dividends | 0.75 | 1.09 | 69% |
| Returns for 1 year | 4.88 | 16.68 | 29% |
| Returns for 3 years | 0.74 | 7.78 | 10% |
| Returns for 5 years | 18.60 | 53.00 | 35% |
| Returns for 10 years | -20.09 | 125.84 | -16% |