BNY Mellon Appreciation Fund, Inc. (DGAGX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to DGAGX

DGAGX charges 0.88% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among DGAGX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	DGAGX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	DGAGX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	DGAGX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	DGAGX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	DGAGX vs TILIX

Best Risk-Adjusted Alternatives to DGAGX

Among mutual funds in the Large Cap Growth 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
ONERX	One Rock Fund	91	Mar 6, 2020	DGAGX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	88	Nov 7, 2013	DGAGX vs FCGSX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	87	Aug 17, 1999	DGAGX vs VTMGX
ADX	Adams Diversified Equity Fund, Inc.	85	Jan 2, 1990	DGAGX vs ADX
BPTRX	Baron Partners Fund	84	Apr 30, 2003	DGAGX vs BPTRX

Top Performing DGAGX Alternatives (YTD)

DGAGX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.54%	Sep 28, 2018	DGAGX vs GQEPX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	2.46%	Aug 17, 1999	DGAGX vs VTMGX
IOLZX	ICON Equity Fund	2.04%	Oct 17, 2002	DGAGX vs IOLZX
AMRGX	American Growth Fund Series One	1.60%	Jul 31, 1958	DGAGX vs AMRGX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	DGAGX vs BBLIX

Lowest Volatility Alternatives to DGAGX

DGAGX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	11.01%	Jan 10, 1991	DGAGX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.83%	Dec 29, 2015	DGAGX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.41%	Sep 28, 2018	DGAGX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	12.61%	Jun 18, 2012	DGAGX vs TVRIX
PROVX	Provident Trust Strategy Fund	14.60%	Dec 30, 1986	DGAGX vs PROVX

Lowest Drawdown Alternatives to DGAGX

DGAGX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	DGAGX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.34%	Sep 28, 2018	DGAGX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	DGAGX vs TVRIX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	DGAGX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	DGAGX vs BBLIX

Other Mutual Funds from T. Rowe Price

Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	27	-11.24%	Jun 30, 1993	DGAGX vs TRBCX
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	83	-3.22%	Jun 30, 1986	DGAGX vs PRWCX
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	40	-0.55%	Dec 30, 1992	DGAGX vs PRDGX
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	54	-9.59%	Sep 30, 1985	DGAGX vs PRWAX
PRCOX	T. Rowe Price U.S. Equity Research Fund	Large Cap Blend Equities	53	-4.40%	Nov 30, 1994	DGAGX vs PRCOX
PREIX	T. Rowe Price Equity Index 500 Fund	Large Cap Blend Equities	65	-4.39%	Mar 30, 1990	DGAGX vs PREIX
TBCIX	T. Rowe Price Blue Chip Growth Fund I Class	Large Cap Growth Equities	29	-11.20%	—	DGAGX vs TBCIX
TRLGX	T. Rowe Price Large-Cap Growth Fund	Large Cap Growth Equities	21	-11.46%	Oct 31, 2001	DGAGX vs TRLGX
PRSCX	T. Rowe Price Science And Technology Fund	Technology Equities	71	-7.22%	Sep 29, 1987	DGAGX vs PRSCX
PRNHX	T. Rowe Price New Horizons Fund	Mid Cap Growth Equities	28	-1.22%	Jun 3, 1960	DGAGX vs PRNHX

Often Compared With DGAGX

What investors most often compare with DGAGX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
MUIGX	Nationwide BNY Mellon Dynamic U.S. Core Fund	Large Cap Blend Equities	49	-4.63%	Feb 14, 1961	DGAGX vs MUIGX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	DGAGX vs SPY
FSELX	Fidelity Select Semiconductors Portfolio	Technology Equities	96	7.19%	Jul 29, 1985	DGAGX vs FSELX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	Mid Cap Value Equities	59	4.50%	Sep 27, 2011	DGAGX vs VMVAX
BRK-B	Berkshire Hathaway Inc.		17	-4.80%	—	DGAGX vs BRK-B
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	59	-4.35%	Nov 13, 2000	DGAGX vs VFIAX
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Value Equities	85	-1.90%	Jun 22, 1995	DGAGX vs FLCSX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	38	-10.40%	Nov 13, 2000	DGAGX vs VIGAX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	65	-4.76%	Mar 10, 1999	DGAGX vs QQQ
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	8	-7.53%	Jun 30, 2000	DGAGX vs GXXIX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	79	-5.56%	Mar 15, 2001	DGAGX vs ANFFX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	39	-0.20%	Feb 20, 2004	DGAGX vs RYGRX

Compare DGAGX with Any Fund or Stock

Compare DGAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

BNY Mellon Appreciation Fund, Inc.

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