DBMYX vs. DSCVX

Last updated Jun 4, 2026

DBMYX (BNY Mellon Small/Mid Cap Growth Fund Class Y) and DSCVX (BNY Mellon Opportunistic Small Cap Fund) are both mutual funds - DBMYX is a Mid Cap Growth Equities fund tracking the Russell 2500 Growth Index, while DSCVX is a Small Cap Blend Equities fund managed by BNY Mellon. Their correlation of 0.82 suggests significant overlap in exposure. DBMYX charges 0.63%/yr vs 1.11%/yr for DSCVX.

Performance

DBMYX vs. DSCVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) and BNY Mellon Opportunistic Small Cap Fund (DSCVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DBMYX

• 1D: 0.22%
• 1M: 0.70%
• YTD: 5.23%
• 6M: 2.52%
• 1Y: 17.11%
• 3Y*: 12.11%
• 5Y*: 0.21%
• 10Y*: 11.57%

DSCVX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DBMYX vs. DSCVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y	5.23%	11.94%	10.09%	15.63%	-33.11%	-4.44%	68.62%	39.27%	-1.35%	26.80%
DSCVX BNY Mellon Opportunistic Small Cap Fund	10.17%	10.21%	3.68%	9.01%	-17.55%	15.93%	18.98%	21.12%	-19.99%	24.42%

Correlation

The correlation between DBMYX and DSCVX is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.66
Correlation (3Y) Calculated over the trailing 3-year period	0.80
Correlation (5Y) Calculated over the trailing 5-year period	0.84
Correlation (10Y) Calculated over the trailing 10-year period	0.81
Correlation (All Time) Calculated using the full available price history since Jan 3, 2014	0.82

The correlation between DBMYX and DSCVX shifts across timeframes, from 0.66 (1 year) to 0.84 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

DBMYX vs. DSCVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DBMYX

DBMYX Risk / Return Rank: 11
DBMYX Sharpe Ratio Rank: 11
DBMYX Sortino Ratio Rank: 12
DBMYX Omega Ratio Rank: 11
DBMYX Calmar Ratio Rank: 10
DBMYX Martin Ratio Rank: 10

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DBMYX vs. DSCVX - 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 Opportunistic Small Cap Fund (DSCVX). 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	DSCVX	Difference
Sharpe ratio: Return per unit of total volatility	0.89	—	—
Sortino ratio: Return per unit of downside risk	1.41	—	—
Omega ratio: Gain probability vs. loss probability	1.16	—	—
Calmar ratio: Return relative to maximum drawdown	0.95	—	—
Martin ratio: Return relative to average drawdown	3.08	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	DBMYX	DSCVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.89	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.48	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	—	—

Drawdowns

Drawdown Indicators

	DBMYX	DSCVX	Difference
Max Drawdown Largest peak-to-trough decline	-48.24%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-19.58%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-25.20%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-45.79%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-48.24%	—	—
Current Drawdown Current decline from peak	-15.21%	—	—
Average Drawdown Average peak-to-trough decline	-15.19%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	6.04%	—	—

Volatility

Volatility by Period

	DBMYX	DSCVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.25%	—	—
Volatility (6M) Calculated over the trailing 6-month period	16.39%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	21.06%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.53%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.28%	—	—

DBMYX vs. DSCVX - Expense Ratio Comparison

DBMYX has a 0.63% expense ratio, which is lower than DSCVX's 1.11% expense ratio.

Dividends

DBMYX vs. DSCVX - Dividend Comparison

DBMYX's dividend yield for the trailing twelve months is around 48.64%, more than DSCVX's 4.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y	48.64%	51.19%	0.43%	0.00%	0.00%	8.97%	7.86%	0.00%	8.66%	9.12%	2.20%	6.55%
DSCVX BNY Mellon Opportunistic Small Cap Fund	4.19%	1.48%	0.50%	1.36%	4.05%	9.75%	0.20%	0.16%	29.45%	12.41%	0.41%	4.10%

Frequently Asked Questions

Can I hold both DBMYX and DSCVX in my portfolio?

DBMYX and DSCVX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.