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DVLIX vs VIMSX
DVLIX vs VIMSX Comparison
Open Charts DVLIX vs VIMSX
BNY Mellon Opportunistic Midcap Value I
Price$29.96
Change-$0.59 (-1.93%)
VolumeN/A
Net Assets381.85M
Vanguard Mid Cap Index Investor
Price$73.08
Change-$1.55 (-2.08%)
VolumeN/A
Net Assets175.12B
DVLIX vs VIMSX Comparison Chart
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DVLIX vs. VIMSX commentary
May 23, 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. DVLIX (382M). VIMSX pays higher dividends than DVLIX: VIMSX (1.48) vs DVLIX (0.60). DVLIX was incepted earlier than VIMSX: DVLIX (17 years) vs VIMSX (27 years). DVLIX (0.97) is less costly to investors than VIMSX (0.17). DVLIX is a more actively managed with annual turnover of: 58.67 vs. VIMSX (16.00). 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 : 10.18 vs. DVLIX (-4.87). VIMSX return over 5 years is better than : 78.35 vs. DVLIX (34.12).
| DVLIX | VIMSX | DVLIX / VIMSX | |
| Total Expense Ratio | 0.97 | 0.17 | 571% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 1.562 | 3.612 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 175B | 0% |
| Annual Yield % from dividends | 0.60 | 1.48 | 40% |
| Returns for 1 year | -4.87 | 10.18 | -48% |
| Returns for 3 years | 3.25 | 32.45 | 10% |
| Returns for 5 years | 34.12 | 78.35 | 44% |
| Returns for 10 years | -24.46 | 112.78 | -22% |
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