Interact to see
Advertisement
Advertisement
DSCVX vs NAESX
DSCVX vs NAESX Comparison
Open Charts DSCVX vs NAESX
BNY Mellon Opportunistic Small Cap I
Price$33.92
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets228.47M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
DSCVX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DSCVX vs. NAESX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. DSCVX (228M). NAESX pays higher dividends than DSCVX: NAESX (1.21) vs DSCVX (0.45). 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: 68.31 vs. NAESX (13.00). DSCVX has a lower initial minimum investment than NAESX: DSCVX (2500) vs NAESX (3000). DSCVX annual gain was more profitable for investors over the last year : 8.82 vs. NAESX (7.55). NAESX return over 5 years is better than : 36.08 vs. DSCVX (1.73).
| 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 | 10.489 | 9.616 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 163B | 0% |
| Annual Yield % from dividends | 0.45 | 1.21 | 37% |
| Returns for 1 year | 8.82 | 7.55 | 117% |
| Returns for 3 years | 23.83 | 45.02 | 53% |
| Returns for 5 years | 1.73 | 36.08 | 5% |
| Returns for 10 years | 16.76 | 141.47 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement