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DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$32.17
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets226.1M
Vanguard Small Cap Index I
Price$117.32
Change-$0.39 (-0.33%)
VolumeN/A
Net Assets153.28B
DSCVX vs NAESX Comparison Chart in %
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DSCVX vs. NAESX commentary
Jul 30, 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 DSCVX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. DSCVX (226M). NAESX pays higher dividends than DSCVX: NAESX (1.28) vs DSCVX (0.48). DSCVX was incepted earlier than NAESX: DSCVX (32 years) vs NAESX (65 years). DSCVX (1.16) is less costly to investors than NAESX (0.17). DSCVX is a more actively managed with annual turnover of: 61.03 vs. NAESX (13.00). DSCVX has a lower initial minimum investment than NAESX: DSCVX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 6.23 vs. DSCVX (2.25). NAESX return over 5 years is better than : 62.28 vs. DSCVX (25.30).
| DSCVX | NAESX | DSCVX / NAESX | |
| Total Expense Ratio | 1.06 | 0.17 | 624% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 32 years | 65 years | - |
| Gain YTD | 4.788 | 2.041 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 153B | 0% |
| Annual Yield % from dividends | 0.48 | 1.28 | 38% |
| Returns for 1 year | 2.25 | 6.23 | 36% |
| Returns for 3 years | 5.24 | 27.09 | 19% |
| Returns for 5 years | 25.30 | 62.28 | 41% |
| Returns for 10 years | -0.45 | 110.04 | -0% |
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