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DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$32.31
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets228.08M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
DSCVX vs NAESX Comparison Chart in %
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DSCVX vs. NAESX commentary
Jul 08, 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: 148B vs. DSCVX (228M). 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 : 12.22 vs. DSCVX (9.33). NAESX return over 5 years is better than : 69.32 vs. DSCVX (33.00).
| 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 | 5.244 | 1.432 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 148B | 0% |
| Annual Yield % from dividends | 0.48 | 1.28 | 38% |
| Returns for 1 year | 9.33 | 12.22 | 76% |
| Returns for 3 years | 14.38 | 37.83 | 38% |
| Returns for 5 years | 33.00 | 69.32 | 48% |
| Returns for 10 years | -3.05 | 108.83 | -3% |
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