CHASX vs. DWOIX
Compare and contrast key facts about Chase Growth Fund (CHASX) and BNY Mellon Research Growth Fund, Inc. (DWOIX).
CHASX is managed by Chase. It was launched on Dec 2, 1997. DWOIX is managed by T. Rowe Price. It was launched on Sep 30, 2008.
Performance
CHASX vs. DWOIX - Performance Comparison
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CHASX vs. DWOIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | -4.37% | 20.61% | 64.71% | 25.91% | -20.41% | 22.32% | 18.27% | 42.63% | -3.96% | 24.49% |
DWOIX BNY Mellon Research Growth Fund, Inc. | -12.59% | 15.02% | 33.86% | 42.21% | -33.77% | 19.08% | 51.52% | 29.43% | 0.63% | 23.77% |
Returns By Period
In the year-to-date period, CHASX achieves a -4.37% return, which is significantly higher than DWOIX's -12.59% return. Over the past 10 years, CHASX has outperformed DWOIX with an annualized return of 17.02%, while DWOIX has yielded a comparatively lower 14.29% annualized return.
CHASX
- 1D
- -1.76%
- 1M
- -9.03%
- YTD
- -4.37%
- 6M
- 1.19%
- 1Y
- 27.09%
- 3Y*
- 30.32%
- 5Y*
- 17.51%
- 10Y*
- 17.02%
DWOIX
- 1D
- -0.46%
- 1M
- -9.14%
- YTD
- -12.59%
- 6M
- -10.26%
- 1Y
- 15.88%
- 3Y*
- 17.78%
- 5Y*
- 8.50%
- 10Y*
- 14.29%
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CHASX vs. DWOIX - Expense Ratio Comparison
CHASX has a 1.14% expense ratio, which is higher than DWOIX's 0.78% expense ratio.
Return for Risk
CHASX vs. DWOIX — Risk / Return Rank
CHASX
DWOIX
CHASX vs. DWOIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chase Growth Fund (CHASX) and BNY Mellon Research Growth Fund, Inc. (DWOIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CHASX | DWOIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.68 | +0.66 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.13 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.16 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 0.80 | +1.27 |
Martin ratioReturn relative to average drawdown | 8.70 | 2.97 | +5.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CHASX | DWOIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.68 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.36 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.63 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.60 | -0.03 |
Correlation
The correlation between CHASX and DWOIX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CHASX vs. DWOIX - Dividend Comparison
CHASX's dividend yield for the trailing twelve months is around 9.54%, less than DWOIX's 17.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | 9.54% | 9.12% | 36.67% | 5.80% | 5.49% | 20.15% | 7.83% | 22.82% | 12.92% | 11.92% | 9.14% | 10.24% |
DWOIX BNY Mellon Research Growth Fund, Inc. | 17.85% | 15.61% | 9.46% | 3.66% | 16.15% | 14.40% | 10.82% | 9.94% | 19.19% | 9.73% | 5.89% | 6.88% |
Drawdowns
CHASX vs. DWOIX - Drawdown Comparison
The maximum CHASX drawdown since its inception was -45.94%, which is greater than DWOIX's maximum drawdown of -38.50%. Use the drawdown chart below to compare losses from any high point for CHASX and DWOIX.
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Drawdown Indicators
| CHASX | DWOIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.94% | -38.50% | -7.44% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -15.08% | +2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -38.50% | +13.87% |
Max Drawdown (10Y)Largest decline over 10 years | -30.40% | -38.50% | +8.10% |
Current DrawdownCurrent decline from peak | -9.90% | -15.08% | +5.18% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -6.67% | -2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 4.08% | -1.19% |
Volatility
CHASX vs. DWOIX - Volatility Comparison
Chase Growth Fund (CHASX) has a higher volatility of 6.35% compared to BNY Mellon Research Growth Fund, Inc. (DWOIX) at 5.58%. This indicates that CHASX's price experiences larger fluctuations and is considered to be riskier than DWOIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHASX | DWOIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 5.58% | +0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 11.92% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.68% | 22.91% | -2.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.01% | 23.90% | -3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.73% | 22.62% | -2.89% |