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DVLIX vs VMCIX
DVLIX vs VMCIX Comparison
Open Charts DVLIX vs VMCIX
BNY Mellon Opportunistic Midcap Value I
Price$30.41
Change-$0.82 (-2.63%)
VolumeN/A
Net Assets391.98M
Vanguard Mid Cap Index Institutional
Price$74.00
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
DVLIX vs VMCIX Comparison Chart
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DVLIX vs. VMCIX commentary
Feb 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. DVLIX (392M). VMCIX pays higher dividends than DVLIX: VMCIX (1.50) vs DVLIX (0.75). DVLIX was incepted earlier than VMCIX: DVLIX (17 years) vs VMCIX (27 years). DVLIX is a more actively managed with annual turnover of: 32.73 vs. VMCIX (13.00). DVLIX has a lower initial minimum investment than VMCIX: DVLIX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 16.26 vs. DVLIX (-0.08). VMCIX return over 5 years is better than : 51.35 vs. DVLIX (11.84).
| DVLIX | VMCIX | DVLIX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 1.097 | 4.459 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 185B | 0% |
| Annual Yield % from dividends | 0.75 | 1.50 | 50% |
| Returns for 1 year | -0.08 | 16.26 | -0% |
| Returns for 3 years | -2.15 | 22.01 | -10% |
| Returns for 5 years | 11.84 | 51.35 | 23% |
| Returns for 10 years | -23.66 | 118.45 | -20% |
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