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DVLIX vs VIMSX
DVLIX vs VIMSX Comparison
Open Charts DVLIX vs VIMSX
BNY Mellon Opportunistic Midcap Value I
Price$32.50
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets383.28M
Vanguard Mid Cap Index Investor
Price$79.76
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets198.55B
DVLIX vs VIMSX Comparison Chart in %
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DVLIX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. DVLIX (383M). VIMSX pays higher dividends than DVLIX: VIMSX (1.38) vs DVLIX (0.54). DVLIX was incepted earlier than VIMSX: DVLIX (17 years) vs VIMSX (28 years). DVLIX (0.97) is less costly to investors than VIMSX (0.17). DVLIX is a more actively managed with annual turnover of: 58.67 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 : 5.67 vs. DVLIX (-5.99). VIMSX return over 5 years is better than : 52.23 vs. DVLIX (15.57).
| DVLIX | VIMSX | DVLIX / VIMSX | |
| Total Expense Ratio | 0.97 | 0.17 | 571% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 8.045 | 10.764 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 199B | 0% |
| Annual Yield % from dividends | 0.54 | 1.38 | 39% |
| Returns for 1 year | -5.99 | 5.67 | -106% |
| Returns for 3 years | 8.78 | 37.82 | 23% |
| Returns for 5 years | 15.57 | 52.23 | 30% |
| Returns for 10 years | -6.06 | 148.83 | -4% |
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