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DVLIX vs VIMSX
DVLIX vs VIMSX Comparison
Open Charts DVLIX vs VIMSX
BNY Mellon Opportunistic Midcap Value I
Price$29.85
Change-$0.93 (-3.02%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$72.18
Change-$2.49 (-3.33%)
VolumeN/A
CapitalizationN/A
DVLIX vs VIMSX Comparison Chart
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DVLIX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 190B vs. DVLIX (400M). VIMSX pays higher dividends than DVLIX: VIMSX (1.38) vs DVLIX (0.75). DVLIX was incepted earlier than VIMSX: DVLIX (17 years) vs VIMSX (27 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 : 17.86 vs. DVLIX (4.88). VIMSX return over 5 years is better than : 54.73 vs. DVLIX (18.60).
| DVLIX | VIMSX | DVLIX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 3.681 | 17.795 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 190B | 0% |
| Annual Yield % from dividends | 0.75 | 1.38 | 54% |
| Returns for 1 year | 4.88 | 17.86 | 27% |
| Returns for 3 years | 0.74 | 11.34 | 7% |
| Returns for 5 years | 18.60 | 54.73 | 34% |
| Returns for 10 years | -20.09 | 125.26 | -16% |
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