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DVLIX vs VMCPX
DVLIX vs VMCPX Comparison
Open Charts DVLIX vs VMCPX
BNY Mellon Opportunistic Midcap Value I
Price$30.41
Change-$0.30 (-0.98%)
VolumeN/A
Net Assets381.29M
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
DVLIX vs VMCPX Comparison Chart
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DVLIX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. DVLIX (381M). VMCPX pays higher dividends than DVLIX: VMCPX (1.54) vs DVLIX (0.57). DVLIX was incepted earlier than VMCPX: DVLIX (17 years) vs VMCPX (15 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 : 12.91 vs. DVLIX (-2.65). VMCPX return over 5 years is better than : 71.70 vs. DVLIX (30.35).
| 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 | 15 years | - |
| Gain YTD | 2.094 | 3.981 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 185B | 0% |
| Annual Yield % from dividends | 0.57 | 1.54 | 37% |
| Returns for 1 year | -2.65 | 12.91 | -21% |
| Returns for 3 years | 9.00 | 40.78 | 22% |
| Returns for 5 years | 30.35 | 71.70 | 42% |
| Returns for 10 years | -23.23 | 116.76 | -20% |
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