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DVLIX vs VIMSX
DVLIX vs VIMSX Comparison
Open Charts DVLIX vs VIMSX
BNY Mellon Midcap Value Fund I
Price$30.04
Change-$2.03 (-6.33%)
VolumeN/A
Net Assets386.58M
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
DVLIX vs VIMSX Comparison Chart in %
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DVLIX vs. VIMSX commentary
Feb 05, 2026
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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. DVLIX (387M). VIMSX pays higher dividends than DVLIX: VIMSX (1.37) vs DVLIX (0.74). DVLIX was incepted earlier than VIMSX: DVLIX (18 years) vs VIMSX (28 years). DVLIX (0.98) is less costly to investors than VIMSX (0.17). DVLIX is a more actively managed with annual turnover of: 64.98 vs. VIMSX (16.00). DVLIX has a lower initial minimum investment than VIMSX: DVLIX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 8.23 vs. DVLIX (-2.89). VIMSX return over 5 years is better than : 38.77 vs. DVLIX (-7.40).
| DVLIX | VIMSX | DVLIX / VIMSX | |
| Total Expense Ratio | 0.98 | 0.17 | 576% |
| Annual Report Gross Expense Ratio | 0.98 | 0.17 | 576% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 3.266 | 2.272 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 199B | 0% |
| Annual Yield % from dividends | 0.74 | 1.37 | 54% |
| Returns for 1 year | -2.89 | 8.23 | -35% |
| Returns for 3 years | 3.03 | 33.97 | 9% |
| Returns for 5 years | -7.40 | 38.77 | -19% |
| Returns for 10 years | 17.15 | 180.15 | 10% |
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