BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DBMYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DBMYX
DBMYX charges 0.63% annually. There are 22 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | DBMYX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | DBMYX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | DBMYX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | DBMYX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | DBMYX vs VMFGX |
Best Risk-Adjusted Alternatives to DBMYX
DBMYX has a PortfoliosLab risk / return rank of 14. There are 53 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | DBMYX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 75 | — | Nov 2004 | DBMYX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 74 | — | Jun 1998 | DBMYX vs MGOYX | |
| Timothy Plan Aggressive Growth Fund | 63 | — | Oct 2000 | DBMYX vs TAAGX | |
| USAA Extended Market Index Fund | 62 | — | Oct 2000 | DBMYX vs USMIX |
Top Performing DBMYX Alternatives (YTD)
DBMYX is at 7.20% YTD. There are 67 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 35.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 35.91% | — | Dec 2016 | DBMYX vs NEEIX | |
| Needham Growth Fund | 35.60% | — | Jan 1996 | DBMYX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 34.57% | — | May 2007 | DBMYX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.25% | — | Oct 2000 | DBMYX vs TAAGX | |
| Kinetics Paradigm Fund | 23.11% | — | Dec 1999 | DBMYX vs WWNPX |
Lowest Volatility Alternatives to DBMYX
DBMYX has 22.50% 1-year volatility. There are 128 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.07% | — | May 2021 | DBMYX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | DBMYX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | DBMYX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | DBMYX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | DBMYX vs PMEGX |
Lowest Drawdown Alternatives to DBMYX
DBMYX has a 1-year max drawdown of -19.58%. There are 141 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | DBMYX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | DBMYX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | DBMYX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | DBMYX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | DBMYX vs FAMVX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, PEOPX, DAGVX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 26 | 7.63% | — | May 1951 | DBMYX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 55 | 9.82% | — | Jan 1990 | DBMYX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 90 | 17.33% | — | Sep 1995 | DBMYX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 58 | 10.02% | — | Sep 1993 | DBMYX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 91 | 17.50% | — | May 2001 | DBMYX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 85 | 21.57% | — | Oct 2003 | DBMYX vs DNLAX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 35 | 19.24% | — | Oct 1997 | DBMYX vs DTGRX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 79 | 6.93% | — | May 2010 | DBMYX vs DRRIX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 82 | 21.25% | — | Jun 1997 | DBMYX vs DISSX | |
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 57 | 14.42% | — | Jan 1985 | DBMYX vs DNLDX |
Often Compared With DBMYX
Investors most often compare DBMYX with DWAS, FXAIX, AMAGX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare DBMYX with Any Fund or Stock
Compare DBMYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DBMYX with funds that move differently
BNY Mellon Small/Mid Cap Growth Fund Class Y alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DBMYX.
Explore DBMYX Diversifiers