DGAGX vs. MUIGX
Compare and contrast key facts about BNY Mellon Appreciation Fund, Inc. (DGAGX) and Nationwide BNY Mellon Dynamic U.S. Core Fund (MUIGX).
DGAGX is managed by T. Rowe Price. It was launched on Jan 18, 1984. MUIGX is managed by Nationwide. It was launched on Feb 14, 1961.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGAGX or MUIGX.
Correlation
The correlation between DGAGX and MUIGX is 0.83, 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.
Performance
DGAGX vs. MUIGX - Performance Comparison
Key characteristics
DGAGX:
-0.28
MUIGX:
1.29
DGAGX:
-0.22
MUIGX:
1.75
DGAGX:
0.96
MUIGX:
1.24
DGAGX:
-0.19
MUIGX:
0.95
DGAGX:
-0.77
MUIGX:
6.10
DGAGX:
6.14%
MUIGX:
2.79%
DGAGX:
17.09%
MUIGX:
13.21%
DGAGX:
-54.27%
MUIGX:
-78.19%
DGAGX:
-22.33%
MUIGX:
-3.86%
Returns By Period
In the year-to-date period, DGAGX achieves a 3.06% return, which is significantly lower than MUIGX's 3.28% return. Over the past 10 years, DGAGX has underperformed MUIGX with an annualized return of -2.15%, while MUIGX has yielded a comparatively higher 4.97% annualized return.
DGAGX
3.06%
3.88%
-7.51%
-4.88%
3.07%
-2.15%
MUIGX
3.28%
4.38%
7.24%
16.44%
9.79%
4.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DGAGX vs. MUIGX - Expense Ratio Comparison
DGAGX has a 0.88% expense ratio, which is higher than MUIGX's 0.50% expense ratio.
Risk-Adjusted Performance
DGAGX vs. MUIGX — Risk-Adjusted Performance Rank
DGAGX
MUIGX
DGAGX vs. MUIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Appreciation Fund, Inc. (DGAGX) and Nationwide BNY Mellon Dynamic U.S. Core Fund (MUIGX). 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.
Dividends
DGAGX vs. MUIGX - Dividend Comparison
DGAGX's dividend yield for the trailing twelve months is around 0.36%, less than MUIGX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGAGX BNY Mellon Appreciation Fund, Inc. | 0.36% | 0.37% | 0.63% | 0.62% | 0.32% | 0.59% | 0.96% | 1.49% | 1.18% | 1.70% | 2.20% | 1.68% |
MUIGX Nationwide BNY Mellon Dynamic U.S. Core Fund | 1.21% | 1.25% | 1.42% | 1.15% | 0.68% | 1.04% | 1.54% | 1.22% | 0.42% | 0.70% | 0.46% | 0.56% |
Drawdowns
DGAGX vs. MUIGX - Drawdown Comparison
The maximum DGAGX drawdown since its inception was -54.27%, smaller than the maximum MUIGX drawdown of -78.19%. Use the drawdown chart below to compare losses from any high point for DGAGX and MUIGX. For additional features, visit the drawdowns tool.
Volatility
DGAGX vs. MUIGX - Volatility Comparison
The current volatility for BNY Mellon Appreciation Fund, Inc. (DGAGX) is 3.12%, while Nationwide BNY Mellon Dynamic U.S. Core Fund (MUIGX) has a volatility of 3.60%. This indicates that DGAGX experiences smaller price fluctuations and is considered to be less risky than MUIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.