DBMYX vs. DLQAX
Compare and contrast key facts about BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) and BNY Mellon Large Cap Equity Fund (DLQAX).
DBMYX is a passively managed fund by BNY Mellon that tracks the performance of the Russell 2500 Growth Index. It was launched on Jun 1, 2013. DLQAX is managed by BNY Mellon. It was launched on Aug 10, 1992.
Performance
DBMYX vs. DLQAX - Performance Comparison
Loading graphics...
DBMYX vs. DLQAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | -8.30% | 11.94% | 10.09% | 15.63% | -33.11% | -4.44% | 68.62% | 39.27% | -1.35% | 26.80% |
DLQAX BNY Mellon Large Cap Equity Fund | -7.80% | 14.27% | 21.29% | 16.81% | -23.77% | 27.21% | 23.57% | 29.30% | -6.06% | 24.54% |
Returns By Period
In the year-to-date period, DBMYX achieves a -8.30% return, which is significantly lower than DLQAX's -7.80% return. Over the past 10 years, DBMYX has underperformed DLQAX with an annualized return of 10.49%, while DLQAX has yielded a comparatively higher 11.59% annualized return.
DBMYX
- 1D
- -1.33%
- 1M
- -13.87%
- YTD
- -8.30%
- 6M
- -7.43%
- 1Y
- 12.85%
- 3Y*
- 7.27%
- 5Y*
- -2.84%
- 10Y*
- 10.49%
DLQAX
- 1D
- -0.33%
- 1M
- -7.65%
- YTD
- -7.80%
- 6M
- -5.36%
- 1Y
- 13.83%
- 3Y*
- 13.02%
- 5Y*
- 6.60%
- 10Y*
- 11.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DBMYX vs. DLQAX - Expense Ratio Comparison
DBMYX has a 0.63% expense ratio, which is lower than DLQAX's 1.00% expense ratio.
Return for Risk
DBMYX vs. DLQAX — Risk / Return Rank
DBMYX
DLQAX
DBMYX vs. DLQAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) and BNY Mellon Large Cap Equity Fund (DLQAX). 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.
| DBMYX | DLQAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.77 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.89 | 1.21 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.18 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.79 | -0.29 |
Martin ratioReturn relative to average drawdown | 1.97 | 3.49 | -1.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DBMYX | DLQAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.77 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.38 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.62 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.24 | +0.15 |
Correlation
The correlation between DBMYX and DLQAX is 0.82, 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
DBMYX vs. DLQAX - Dividend Comparison
DBMYX's dividend yield for the trailing twelve months is around 55.82%, more than DLQAX's 27.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 55.82% | 51.19% | 0.43% | 0.00% | 0.00% | 8.97% | 7.86% | 0.00% | 8.66% | 9.12% | 2.20% | 6.55% |
DLQAX BNY Mellon Large Cap Equity Fund | 27.26% | 21.34% | 47.67% | 35.24% | 15.74% | 14.22% | 3.69% | 4.70% | 15.48% | 3.90% | 1.90% | 5.38% |
Drawdowns
DBMYX vs. DLQAX - Drawdown Comparison
The maximum DBMYX drawdown since its inception was -48.24%, smaller than the maximum DLQAX drawdown of -70.38%. Use the drawdown chart below to compare losses from any high point for DBMYX and DLQAX.
Loading graphics...
Drawdown Indicators
| DBMYX | DLQAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.24% | -70.38% | +22.14% |
Max Drawdown (1Y)Largest decline over 1 year | -19.58% | -11.82% | -7.76% |
Max Drawdown (5Y)Largest decline over 5 years | -45.79% | -30.77% | -15.02% |
Max Drawdown (10Y)Largest decline over 10 years | -48.24% | -34.33% | -13.91% |
Current DrawdownCurrent decline from peak | -26.11% | -9.63% | -16.48% |
Average DrawdownAverage peak-to-trough decline | -15.17% | -18.79% | +3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 2.68% | +2.29% |
Volatility
DBMYX vs. DLQAX - Volatility Comparison
BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a higher volatility of 7.77% compared to BNY Mellon Large Cap Equity Fund (DLQAX) at 4.28%. This indicates that DBMYX's price experiences larger fluctuations and is considered to be riskier than DLQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DBMYX | DLQAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 4.28% | +3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 15.64% | 9.24% | +6.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.42% | 18.45% | +5.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.50% | 17.63% | +6.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.13% | 18.76% | +5.37% |