BNY Mellon Dynamic Value Fund (DAGVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DAGVX
DAGVX charges 0.93% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DAGVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DAGVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DAGVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DAGVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DAGVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | DAGVX vs TILVX |
Best Risk-Adjusted Alternatives to DAGVX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | DAGVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | DAGVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | DAGVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | DAGVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | DAGVX vs VALAX |
Top Performing DAGVX Alternatives (YTD)
DAGVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | DAGVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | DAGVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | DAGVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | DAGVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | DAGVX vs HFCVX |
Lowest Volatility Alternatives to DAGVX
DAGVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | DAGVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | DAGVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | DAGVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | DAGVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | DAGVX vs ACIIX |
Lowest Drawdown Alternatives to DAGVX
DAGVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | DAGVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DAGVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DAGVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DAGVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | DAGVX vs PSECX |
Other Mutual Funds from BNY Mellon
Most popular BNY Mellon mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 35 | -9.64% | May 24, 1951 | DAGVX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 43 | -7.16% | Jan 2, 1990 | DAGVX vs PEOPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 45 | -7.09% | Sep 30, 1993 | DAGVX vs DSPIX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 74 | 1.51% | May 12, 2010 | DAGVX vs DRRIX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 86 | 22.63% | Oct 31, 2003 | DAGVX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 36 | 0.59% | Jun 30, 1997 | DAGVX vs DISSX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 53 | 0.14% | May 31, 2001 | DAGVX vs DRGVX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 19 | -8.30% | Jun 1, 2013 | DAGVX vs DBMYX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 44 | -11.55% | Oct 12, 1997 | DAGVX vs DTGRX | |
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 35 | -1.64% | Jan 29, 1985 | DAGVX vs DNLDX |
Often Compared With DAGVX
What investors most often compare with DAGVX, 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.