Ad is loading...
DVLIX vs VMCPX
DVLIX vs VMCPX Comparison
Open Charts DVLIX vs VMCPX
BNY Mellon Opportunistic Midcap Value I
Price$28.25
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets355.22M
Vanguard Mid Cap Index InstitutionalPlus
Price$342.33
Change-$0.46 (-0.13%)
VolumeN/A
Net Assets175.23B
DVLIX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DVLIX vs. VMCPX commentary
Apr 28, 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 (355M). VMCPX pays higher dividends than DVLIX: VMCPX (1.61) vs DVLIX (0.59). 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 (13.00). 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 : 6.06 vs. DVLIX (-9.65). VMCPX return over 5 years is better than : 76.08 vs. DVLIX (33.60).
| 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 | -6.084 | -3.809 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 175B | 0% |
| Annual Yield % from dividends | 0.59 | 1.61 | 37% |
| Returns for 1 year | -9.65 | 6.06 | -159% |
| Returns for 3 years | -9.88 | 15.15 | -65% |
| Returns for 5 years | 33.60 | 76.08 | 44% |
| Returns for 10 years | -28.98 | 99.81 | -29% |
View a ticker or compare two or three
VS
VS
Ad is loading...