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DVLIX vs FSMDX
DVLIX vs FSMDX Comparison
Open Charts DVLIX vs FSMDX
BNY Mellon Opportunistic Midcap Value I
Price$32.50
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets383.28M
Fidelity Mid Cap Index
Price$37.20
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets45.03B
DVLIX vs FSMDX Comparison Chart in %
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DVLIX vs. FSMDX commentary
Nov 14, 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 DVLIX is a Buy and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. DVLIX (383M). FSMDX pays higher dividends than DVLIX: FSMDX (1.26) vs DVLIX (0.54). DVLIX was incepted earlier than FSMDX: DVLIX (17 years) vs FSMDX (14 years). DVLIX (0.97) is less costly to investors than FSMDX (0.03). DVLIX is a more actively managed with annual turnover of: 58.67 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than DVLIX: FSMDX (0) vs DVLIX (1000). FSMDX annual gain was more profitable for investors over the last year : 4.21 vs. DVLIX (-5.99). FSMDX return over 5 years is better than : 55.45 vs. DVLIX (15.57).
| DVLIX | FSMDX | DVLIX / FSMDX | |
| Total Expense Ratio | 0.97 | 0.03 | 3,880% |
| Annual Report Gross Expense Ratio | 0.97 | 0.03 | 3,880% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 8.045 | 10.246 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 45B | 1% |
| Annual Yield % from dividends | 0.54 | 1.26 | 43% |
| Returns for 1 year | -5.99 | 4.21 | -142% |
| Returns for 3 years | 8.78 | 41.46 | 21% |
| Returns for 5 years | 15.57 | 55.45 | 28% |
| Returns for 10 years | -6.06 | 143.82 | -4% |
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