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DVLIX vs VIMSX
DVLIX vs VIMSX Comparison
Open Charts DVLIX vs VIMSX
BNY Mellon Opportunistic Midcap Value I
Price$30.41
Change-$0.30 (-0.98%)
VolumeN/A
Net Assets381.29M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
DVLIX vs VIMSX Comparison Chart
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DVLIX vs. VIMSX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. DVLIX (381M). VIMSX pays higher dividends than DVLIX: VIMSX (1.40) vs DVLIX (0.57). 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 : 11.58 vs. DVLIX (-2.65). VIMSX return over 5 years is better than : 69.57 vs. DVLIX (30.35).
| 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 | 2.094 | 2.751 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 185B | 0% |
| Annual Yield % from dividends | 0.57 | 1.40 | 41% |
| Returns for 1 year | -2.65 | 11.58 | -23% |
| Returns for 3 years | 9.00 | 39.11 | 23% |
| Returns for 5 years | 30.35 | 69.57 | 44% |
| Returns for 10 years | -23.23 | 114.00 | -20% |
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