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DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$33.55
Change-$0.14 (-0.42%)
VolumeN/A
Net Assets231.18M
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
DSCVX vs NAESX Comparison Chart in %
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DSCVX vs. NAESX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. DSCVX (231M). NAESX pays higher dividends than DSCVX: NAESX (1.20) vs DSCVX (0.46). 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 : 15.53 vs. DSCVX (11.47). NAESX return over 5 years is better than : 68.06 vs. DSCVX (27.71).
| 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 | 9.283 | 6.625 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 161B | 0% |
| Annual Yield % from dividends | 0.46 | 1.20 | 38% |
| Returns for 1 year | 11.47 | 15.53 | 74% |
| Returns for 3 years | 10.05 | 32.39 | 31% |
| Returns for 5 years | 27.71 | 68.06 | 41% |
| Returns for 10 years | 12.34 | 133.63 | 9% |
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