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DVLIX vs VMCPX
DVLIX vs VMCPX Comparison
Open Charts DVLIX vs VMCPX
BNY Mellon Opportunistic Midcap Value I
Price$29.96
Change-$0.59 (-1.93%)
VolumeN/A
Net Assets381.85M
Vanguard Mid Cap Index InstitutionalPlus
Price$361.18
Change-$7.64 (-2.07%)
VolumeN/A
Net Assets175.12B
DVLIX vs VMCPX Comparison Chart
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DVLIX vs. VMCPX commentary
May 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 Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. DVLIX (382M). VMCPX pays higher dividends than DVLIX: VMCPX (1.62) vs DVLIX (0.60). DVLIX was incepted earlier than VMCPX: DVLIX (17 years) vs VMCPX (14 years). DVLIX (0.97) is less costly to investors than VMCPX (0.03). DVLIX is a more actively managed with annual turnover of: 58.67 vs. VMCPX (16.00). DVLIX has a lower initial minimum investment than VMCPX: DVLIX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 10.21 vs. DVLIX (-4.87). VMCPX return over 5 years is better than : 78.50 vs. DVLIX (34.12).
| DVLIX | VMCPX | DVLIX / VMCPX | |
| Total Expense Ratio | 0.97 | 0.03 | 3,233% |
| Annual Report Gross Expense Ratio | 0.97 | 0.03 | 3,233% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 1.562 | 3.635 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 382M | 175B | 0% |
| Annual Yield % from dividends | 0.60 | 1.62 | 37% |
| Returns for 1 year | -4.87 | 10.21 | -48% |
| Returns for 3 years | 3.25 | 32.52 | 10% |
| Returns for 5 years | 34.12 | 78.50 | 43% |
| Returns for 10 years | -24.46 | 113.01 | -22% |
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