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DVLIX vs VIMSX
DVLIX vs VIMSX Comparison
Open Charts DVLIX vs VIMSX
BNY Mellon Opportunistic Midcap Value I
Price$31.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$67.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DVLIX vs VIMSX Comparison Chart
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DVLIX vs. VIMSX commentary
Sep 16, 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 Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 172B vs. DVLIX (401M). VIMSX pays higher dividends than DVLIX: VIMSX (1.38) vs DVLIX (0.75). DVLIX was incepted earlier than VIMSX: DVLIX (16 years) vs VIMSX (26 years). DVLIX is a more actively managed with annual turnover of: 32.73 vs. VIMSX (13.00). DVLIX has a lower initial minimum investment than VIMSX: DVLIX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 18.32 vs. DVLIX (10.52). VIMSX return over 5 years is better than : 53.93 vs. DVLIX (30.36).
| DVLIX | VIMSX | DVLIX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 9.079 | 10.696 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 401M | 172B | 0% |
| Annual Yield % from dividends | 0.75 | 1.38 | 54% |
| Returns for 1 year | 10.52 | 18.32 | 57% |
| Returns for 3 years | -6.59 | 6.29 | -105% |
| Returns for 5 years | 30.36 | 53.93 | 56% |
| Returns for 10 years | -22.51 | 120.67 | -19% |
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