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DVLIX vs VIMSX
DVLIX vs VIMSX Comparison
Open Charts DVLIX vs VIMSX
BNY Mellon Opportunistic Midcap Value I
Price$27.91
Change-$1.67 (-5.65%)
VolumeN/A
Net Assets375.08M
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
DVLIX vs VIMSX Comparison Chart
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DVLIX vs. VIMSX commentary
Apr 04, 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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. DVLIX (375M). VIMSX pays higher dividends than DVLIX: VIMSX (1.46) vs DVLIX (0.59). 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 (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 : 6.63 vs. DVLIX (-7.92). VIMSX return over 5 years is better than : 113.13 vs. DVLIX (63.99).
| 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 | -1.662 | -0.622 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 182B | 0% |
| Annual Yield % from dividends | 0.59 | 1.46 | 40% |
| Returns for 1 year | -7.92 | 6.63 | -119% |
| Returns for 3 years | -9.84 | 9.75 | -101% |
| Returns for 5 years | 63.99 | 113.13 | 57% |
| Returns for 10 years | -24.55 | 106.04 | -23% |
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