DGAGX vs. MUIGX

In the year-to-date period, DGAGX achieves a -7.50% return, which is significantly lower than MUIGX's -5.39% return. Over the past 10 years, DGAGX has outperformed MUIGX with an annualized return of 10.28%, while MUIGX has yielded a comparatively lower 3.83% annualized return.

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DGAGX has a 0.88% expense ratio, which is higher than MUIGX's 0.50% expense ratio.

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.

The current DGAGX Sharpe Ratio is -0.01, which is lower than the MUIGX Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of DGAGX and MUIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DGAGX's dividend yield for the trailing twelve months is around 15.90%, more than MUIGX's 1.31% yield.

The maximum DGAGX drawdown since its inception was -53.00%, 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.

BNY Mellon Appreciation Fund, Inc. (DGAGX) and Nationwide BNY Mellon Dynamic U.S. Core Fund (MUIGX) have volatilities of 13.71% and 13.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.