BNY Mellon Dynamic Value Fund (DAGVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DAGVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DAGVX
DAGVX charges 0.93% annually. There are 214 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DAGVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DAGVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DAGVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | DAGVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | DAGVX vs VVIAX |
Best Risk-Adjusted Alternatives to DAGVX
DAGVX has a PortfoliosLab risk / return rank of 83. There are 80 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | DAGVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DAGVX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | DAGVX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | DAGVX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | DAGVX vs AVLVX |
Top Performing DAGVX Alternatives (YTD)
DAGVX is at 15.61% YTD. There are 51 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | DAGVX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | DAGVX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | DAGVX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | DAGVX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | DAGVX vs NPRTX |
Lowest Volatility Alternatives to DAGVX
DAGVX has 12.35% 1-year volatility. There are 237 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | DAGVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | DAGVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | DAGVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | DAGVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | DAGVX vs TMMAX |
Lowest Drawdown Alternatives to DAGVX
DAGVX has a 1-year max drawdown of -6.69%. There are 83 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DAGVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DAGVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DAGVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DAGVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DAGVX vs SVAIX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, PEOPX, DSPIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 35 | 7.10% | — | May 1951 | DAGVX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 62 | 9.54% | — | Jan 1990 | DAGVX vs PEOPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 65 | 9.69% | — | Sep 1993 | DAGVX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 83 | 15.75% | — | May 2001 | DAGVX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 61 | 18.41% | — | Oct 2003 | DAGVX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 66 | 19.54% | — | Jun 1997 | DAGVX vs DISSX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 76 | 6.21% | — | May 2010 | DAGVX vs DRRIX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 16 | 12.61% | — | Jun 2013 | DAGVX vs DBMYX | |
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 54 | 13.68% | — | Jan 1985 | DAGVX vs DNLDX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 75 | 35.71% | — | Oct 1997 | DAGVX vs DTGRX |
Often Compared With DAGVX
Investors most often compare DAGVX with PEYAX, VFAIX, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare DAGVX with Any Fund or Stock
Compare DAGVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DAGVX with funds that move differently
BNY Mellon Dynamic Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DAGVX.
Explore DAGVX Diversifiers