Interact to see
Advertisement
Advertisement
DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$32.66
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets221.8M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
DSCVX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DSCVX vs. NAESX commentary
Oct 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. DSCVX (222M). NAESX pays higher dividends than DSCVX: NAESX (1.23) 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 : 4.92 vs. DSCVX (-0.29). NAESX return over 5 years is better than : 55.28 vs. DSCVX (18.20).
| 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 | 6.384 | 5.577 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 162B | 0% |
| Annual Yield % from dividends | 0.46 | 1.23 | 38% |
| Returns for 1 year | -0.29 | 4.92 | -6% |
| Returns for 3 years | 15.62 | 41.91 | 37% |
| Returns for 5 years | 18.20 | 55.28 | 33% |
| Returns for 10 years | 10.20 | 130.16 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement