BNY Mellon Active MidCap Fund (DNLDX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DNLDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DNLDX
DNLDX charges 1.00% annually. There are 80 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | DNLDX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | DNLDX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | DNLDX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | DNLDX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | DNLDX vs VEMPX |
Best Risk-Adjusted Alternatives to DNLDX
DNLDX has a PortfoliosLab risk / return rank of 65. There are 29 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | DNLDX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | DNLDX vs GENIX | |
| Vanguard Strategic Equity Fund | 88 | 12.20B | Aug 1995 | DNLDX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | DNLDX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 82 | — | Oct 2023 | DNLDX vs FTHMX |
Top Performing DNLDX Alternatives (YTD)
DNLDX is at 15.00% YTD. There are 47 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.13% | — | Jan 2005 | DNLDX vs PFSLX | |
| 13D Activist Fund | 28.42% | — | Dec 2011 | DNLDX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.12% | — | Aug 2015 | DNLDX vs FZFLX | |
| Hodges Fund | 22.63% | — | Oct 1992 | DNLDX vs HDPMX | |
| Tarkio Fund | 22.38% | — | Jun 2011 | DNLDX vs TARKX |
Lowest Volatility Alternatives to DNLDX
DNLDX has 13.48% 1-year volatility. There are 17 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.73% | — | Dec 2002 | DNLDX vs GWSAX | |
| Boston Trust Midcap Fund | 11.76% | — | — | DNLDX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | DNLDX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | DNLDX vs WAMFX | |
| Victory RS Investors Fund | 12.03% | — | Nov 2005 | DNLDX vs RSINX |
Lowest Drawdown Alternatives to DNLDX
DNLDX has a 1-year max drawdown of -7.29%. There are 4 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | DNLDX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | DNLDX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | DNLDX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | DNLDX vs FTSIX | |
| Hartford Schroders US MidCap Opportunities Fund | -7.40% | — | Mar 2006 | DNLDX vs SMDIX |
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 | 6.39% | — | May 1951 | DNLDX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 59 | 9.07% | — | Jan 1990 | DNLDX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 88 | 16.28% | — | Sep 1995 | DNLDX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 62 | 9.24% | — | Sep 1993 | DNLDX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 88 | 16.46% | — | May 2001 | DNLDX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 85 | 22.39% | — | Oct 2003 | DNLDX vs DNLAX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 37 | 18.40% | — | Oct 1997 | DNLDX vs DTGRX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 82 | 6.81% | — | May 2010 | DNLDX vs DRRIX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 82 | 21.34% | — | Jun 1997 | DNLDX vs DISSX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 15 | 8.30% | — | Jun 2013 | DNLDX vs DBMYX |
Often Compared With DNLDX
Investors most often compare DNLDX with SPY, IIPR, TQQQ. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare DNLDX with Any Fund or Stock
Compare DNLDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DNLDX with funds that move differently
BNY Mellon Active MidCap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DNLDX.
Explore DNLDX Diversifiers