BNY Mellon Dynamic Value Fund Class I (DRGVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DRGVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRGVX
DRGVX charges 0.68% annually. There are 108 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DRGVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DRGVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DRGVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | DRGVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | DRGVX vs TILVX |
Best Risk-Adjusted Alternatives to DRGVX
DRGVX has a PortfoliosLab risk / return rank of 80. There are 90 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | DRGVX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | DRGVX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | DRGVX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | DRGVX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | DRGVX vs SABTX |
Top Performing DRGVX Alternatives (YTD)
DRGVX is at 14.90% YTD. There are 50 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | DRGVX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | DRGVX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | DRGVX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | DRGVX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | DRGVX vs YAFFX |
Lowest Volatility Alternatives to DRGVX
DRGVX has 12.35% 1-year volatility. There are 235 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | DRGVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | DRGVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.83% | — | Feb 1996 | DRGVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | DRGVX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | DRGVX vs ACIIX |
Lowest Drawdown Alternatives to DRGVX
DRGVX has a 1-year max drawdown of -6.65%. There are 80 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DRGVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DRGVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DRGVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DRGVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DRGVX vs SVAIX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, PEOPX, DAGVX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 28 | 5.18% | — | May 1951 | DRGVX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 50 | 7.98% | — | Jan 1990 | DRGVX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 78 | 14.75% | — | Sep 1995 | DRGVX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 53 | 8.12% | — | Sep 1993 | DRGVX vs DSPIX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 60 | 16.40% | — | Oct 2003 | DRGVX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 64 | 19.13% | — | Jun 1997 | DRGVX vs DISSX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 68 | 5.36% | — | May 2010 | DRGVX vs DRRIX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 13 | 10.50% | — | Jun 2013 | DRGVX vs DBMYX | |
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 47 | 12.26% | — | Jan 1985 | DRGVX vs DNLDX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 60 | 28.52% | — | Oct 1997 | DRGVX vs DTGRX |
Often Compared With DRGVX
Investors most often compare DRGVX with ACAZX, VSMIX, PSNYX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare DRGVX with Any Fund or Stock
Compare DRGVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRGVX with funds that move differently
BNY Mellon Dynamic Value Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRGVX.
Explore DRGVX Diversifiers