BNY Mellon Appreciation Fund, Inc. (DGAGX) belongs to the Large 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 DGAGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DGAGX
DGAGX charges 0.88% annually. There are 236 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | DGAGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | DGAGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | DGAGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | DGAGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | DGAGX vs TILIX |
Best Risk-Adjusted Alternatives to DGAGX
DGAGX has a PortfoliosLab risk / return rank of 14. There are 335 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | DGAGX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | DGAGX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | DGAGX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | DGAGX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | DGAGX vs POGRX |
Top Performing DGAGX Alternatives (YTD)
DGAGX is at 4.63% YTD. There are 359 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | DGAGX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | DGAGX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | DGAGX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | DGAGX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | DGAGX vs FOKFX |
Lowest Volatility Alternatives to DGAGX
DGAGX has 11.85% 1-year volatility. There are 10 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | DGAGX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | DGAGX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | DGAGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | DGAGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | DGAGX vs AWYIX |
Lowest Drawdown Alternatives to DGAGX
DGAGX has a 1-year max drawdown of -11.21%. There are 76 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | DGAGX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | DGAGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | DGAGX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | DGAGX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | DGAGX vs AQEIX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 19 | 5.48% | — | Jun 1993 | DGAGX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 49 | 5.76% | — | Jun 1986 | DGAGX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 40 | 7.60% | — | Dec 1992 | DGAGX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 69 | 12.08% | — | Nov 1994 | DGAGX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 15 | 1.11% | — | Sep 1985 | DGAGX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 72 | 11.61% | — | Mar 1990 | DGAGX vs PREIX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 21 | 5.54% | — | — | DGAGX vs TBCIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 18 | 5.12% | — | Oct 2001 | DGAGX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 91 | 41.41% | — | Sep 1987 | DGAGX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 9.32% | — | Feb 2004 | DGAGX vs TRRJX |
Often Compared With DGAGX
Investors most often compare DGAGX with MUIGX, VMVAX, SPY. These 19 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare DGAGX with Any Fund or Stock
Compare DGAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DGAGX with funds that move differently
BNY Mellon Appreciation Fund, Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGAGX.
Explore DGAGX Diversifiers