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 232 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% | 4.94B | Dec 2017 | DGAGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | DGAGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | DGAGX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | DGAGX vs VRGWX |
Best Risk-Adjusted Alternatives to DGAGX
DGAGX has a PortfoliosLab risk / return rank of 12. There are 237 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 88 | 92.00B | Nov 1984 | DGAGX vs VPMCX | |
| One Rock Fund | 88 | — | Mar 2020 | DGAGX vs ONERX | |
| Davis New York Venture Fund Class Y | 85 | — | Feb 1969 | DGAGX vs DNVYX | |
| Chase Growth Fund Institutional Class | 85 | — | Jan 2007 | DGAGX vs CHAIX | |
| Chase Growth Fund | 84 | — | Dec 1997 | DGAGX vs CHASX |
Top Performing DGAGX Alternatives (YTD)
DGAGX is at 4.67% YTD. There are 260 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | DGAGX vs ONERX | |
| ICON Equity Fund | 27.02% | — | Oct 2002 | DGAGX vs IOLZX | |
| Chase Growth Fund | 24.49% | — | Dec 1997 | DGAGX vs CHASX | |
| Chase Growth Fund Institutional Class | 24.47% | — | Jan 2007 | DGAGX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 23.49% | — | May 2008 | DGAGX vs FOCKX |
Lowest Volatility Alternatives to DGAGX
DGAGX has 12.66% 1-year volatility. There are 17 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.81% | — | Sep 2019 | DGAGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.72% | — | Jan 2005 | DGAGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | DGAGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.21% | — | Dec 2015 | DGAGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.61% | — | Sep 2018 | DGAGX vs GQEPX |
Lowest Drawdown Alternatives to DGAGX
DGAGX has a 1-year max drawdown of -11.21%. There are 73 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | DGAGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | DGAGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | DGAGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | DGAGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | DGAGX vs DNVYX |
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 | 8 | 0.24% | — | Jun 1993 | DGAGX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 6.97% | — | Jun 1986 | DGAGX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 64 | 10.91% | — | Dec 1992 | DGAGX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 52 | 10.84% | — | Nov 1994 | DGAGX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | 0.32% | — | — | DGAGX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 9 | 0.52% | — | Sep 1985 | DGAGX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 55 | 10.62% | — | Mar 1990 | DGAGX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 9 | 2.20% | — | Oct 2001 | DGAGX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 39 | 22.52% | — | Sep 1987 | DGAGX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 26 | 8.73% | — | Feb 2004 | DGAGX vs TRRJX |
Often Compared With DGAGX
Investors most often compare DGAGX with MUIGX, VMVAX, SPY. These 19 comparison targets span 9 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