DCPYX vs. DBMYX
Compare and contrast key facts about BNY Mellon Core Plus Fund (DCPYX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX).
DCPYX is managed by BNY Mellon. It was launched on Dec 2, 2010. 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.
Performance
DCPYX vs. DBMYX - Performance Comparison
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DCPYX vs. DBMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCPYX BNY Mellon Core Plus Fund | -0.56% | 7.04% | 1.39% | 6.14% | -13.87% | -1.00% | 9.80% | 11.19% | -0.80% | 2.13% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | -4.63% | 11.94% | 10.09% | 15.63% | -33.11% | -4.44% | 68.62% | 39.27% | -1.35% | 26.80% |
Returns By Period
In the year-to-date period, DCPYX achieves a -0.56% return, which is significantly higher than DBMYX's -4.63% return. Over the past 10 years, DCPYX has underperformed DBMYX with an annualized return of 1.86%, while DBMYX has yielded a comparatively higher 10.93% annualized return.
DCPYX
- 1D
- 0.33%
- 1M
- -2.03%
- YTD
- -0.56%
- 6M
- -0.08%
- 1Y
- 3.59%
- 3Y*
- 3.46%
- 5Y*
- 0.11%
- 10Y*
- 1.86%
DBMYX
- 1D
- 4.00%
- 1M
- -10.19%
- YTD
- -4.63%
- 6M
- -4.41%
- 1Y
- 16.53%
- 3Y*
- 8.68%
- 5Y*
- -2.45%
- 10Y*
- 10.93%
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DCPYX vs. DBMYX - Expense Ratio Comparison
DCPYX has a 0.40% expense ratio, which is lower than DBMYX's 0.63% expense ratio.
Return for Risk
DCPYX vs. DBMYX — Risk / Return Rank
DCPYX
DBMYX
DCPYX vs. DBMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Core Plus Fund (DCPYX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX). 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.
| DCPYX | DBMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.71 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.18 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 0.85 | +0.53 |
Martin ratioReturn relative to average drawdown | 4.17 | 3.29 | +0.89 |
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
| DCPYX | DBMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.71 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | -0.10 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.45 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.40 | -0.12 |
Correlation
The correlation between DCPYX and DBMYX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DCPYX vs. DBMYX - Dividend Comparison
DCPYX's dividend yield for the trailing twelve months is around 4.21%, less than DBMYX's 53.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCPYX BNY Mellon Core Plus Fund | 4.21% | 4.59% | 3.58% | 2.94% | 2.74% | 3.04% | 2.71% | 3.11% | 3.25% | 0.22% | 0.00% | 0.00% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 53.67% | 51.19% | 0.43% | 0.00% | 0.00% | 8.97% | 7.86% | 0.00% | 8.66% | 9.12% | 2.20% | 6.55% |
Drawdowns
DCPYX vs. DBMYX - Drawdown Comparison
The maximum DCPYX drawdown since its inception was -19.42%, smaller than the maximum DBMYX drawdown of -48.24%. Use the drawdown chart below to compare losses from any high point for DCPYX and DBMYX.
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Drawdown Indicators
| DCPYX | DBMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.42% | -48.24% | +28.82% |
Max Drawdown (1Y)Largest decline over 1 year | -3.19% | -19.58% | +16.39% |
Max Drawdown (5Y)Largest decline over 5 years | -19.42% | -45.79% | +26.37% |
Max Drawdown (10Y)Largest decline over 10 years | -19.42% | -48.24% | +28.82% |
Current DrawdownCurrent decline from peak | -2.63% | -23.16% | +20.53% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -15.18% | +10.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 5.07% | -4.01% |
Volatility
DCPYX vs. DBMYX - Volatility Comparison
The current volatility for BNY Mellon Core Plus Fund (DCPYX) is 1.61%, while BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a volatility of 9.05%. This indicates that DCPYX experiences smaller price fluctuations and is considered to be less risky than DBMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DCPYX | DBMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 9.05% | -7.44% |
Volatility (6M)Calculated over the trailing 6-month period | 2.57% | 16.13% | -13.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.53% | 24.69% | -20.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.79% | 24.54% | -18.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.86% | 24.16% | -19.30% |