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DSCVX vs VSMAX
DSCVX vs VSMAX Comparison
Open Charts DSCVX vs VSMAX
BNY Mellon Opportunistic Small Cap I
Price$29.92
Change-$0.58 (-1.90%)
VolumeN/A
Net Assets212.78M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
DSCVX vs VSMAX Comparison Chart
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DSCVX vs. VSMAX commentary
Jun 16, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. DSCVX (213M). VSMAX pays higher dividends than DSCVX: VSMAX (1.48) vs DSCVX (0.52). DSCVX was incepted earlier than VSMAX: DSCVX (31 years) vs VSMAX (25 years). DSCVX (1.16) is less costly to investors than VSMAX (0.05). DSCVX is a more actively managed with annual turnover of: 61.03 vs. VSMAX (13.00). DSCVX has a lower initial minimum investment than VSMAX: DSCVX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. DSCVX (1.25). VSMAX return over 5 years is better than : 63.38 vs. DSCVX (29.01).
| DSCVX | VSMAX | DSCVX / VSMAX | |
| Total Expense Ratio | 1.06 | 0.05 | 2,120% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | -2.541 | -4.364 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 148B | 0% |
| Annual Yield % from dividends | 0.52 | 1.48 | 35% |
| Returns for 1 year | 1.25 | 5.22 | 24% |
| Returns for 3 years | 6.07 | 31.37 | 19% |
| Returns for 5 years | 29.01 | 63.38 | 46% |
| Returns for 10 years | -11.35 | 93.38 | -12% |
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