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DVLIX vs VIMSX
DVLIX vs VIMSX Comparison
Open Charts DVLIX vs VIMSX
BNY Mellon Opportunistic Midcap Value I
Price$30.64
Change-$0.55 (-1.76%)
VolumeN/A
Net Assets384.27M
Vanguard Mid Cap Index Investor
Price$76.37
Change-$1.02 (-1.32%)
VolumeN/A
Net Assets192.45B
DVLIX vs VIMSX Comparison Chart in %
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DVLIX vs. VIMSX commentary
Jul 17, 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: 192B vs. DVLIX (384M). VIMSX pays higher dividends than DVLIX: VIMSX (1.40) vs DVLIX (0.56). 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 : 14.00 vs. DVLIX (-3.21). VIMSX return over 5 years is better than : 68.64 vs. DVLIX (25.74).
| 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 | 3.690 | 7.444 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 192B | 0% |
| Annual Yield % from dividends | 0.56 | 1.40 | 40% |
| Returns for 1 year | -3.21 | 14.00 | -23% |
| Returns for 3 years | 10.66 | 42.69 | 25% |
| Returns for 5 years | 25.74 | 68.64 | 37% |
| Returns for 10 years | -20.62 | 124.35 | -17% |
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