DGAGX vs. TBCIX
Compare and contrast key facts about BNY Mellon Appreciation Fund, Inc. (DGAGX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
DGAGX is managed by T. Rowe Price. It was launched on Jan 18, 1984. TBCIX is managed by T. Rowe Price.
Performance
DGAGX vs. TBCIX - Performance Comparison
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DGAGX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGAGX BNY Mellon Appreciation Fund, Inc. | -7.90% | 10.14% | 12.35% | 21.37% | -17.86% | 27.10% | 23.96% | 35.22% | -6.59% | 26.60% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, DGAGX achieves a -7.90% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, DGAGX has underperformed TBCIX with an annualized return of 11.59%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
DGAGX
- 1D
- 1.33%
- 1M
- -6.85%
- YTD
- -7.90%
- 6M
- -6.82%
- 1Y
- 4.40%
- 3Y*
- 9.16%
- 5Y*
- 6.54%
- 10Y*
- 11.59%
TBCIX
- 1D
- 3.90%
- 1M
- -5.46%
- YTD
- -11.20%
- 6M
- -9.94%
- 1Y
- 15.19%
- 3Y*
- 26.37%
- 5Y*
- 10.79%
- 10Y*
- 16.10%
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DGAGX vs. TBCIX - Expense Ratio Comparison
DGAGX has a 0.88% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
DGAGX vs. TBCIX — Risk / Return Rank
DGAGX
TBCIX
DGAGX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Appreciation Fund, Inc. (DGAGX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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.
| DGAGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.72 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.53 | 1.21 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.17 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 0.78 | -0.30 |
Martin ratioReturn relative to average drawdown | 1.74 | 2.71 | -0.97 |
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
| DGAGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.72 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.45 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.71 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.68 | -0.05 |
Correlation
The correlation between DGAGX and TBCIX is 0.89, 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
DGAGX vs. TBCIX - Dividend Comparison
DGAGX's dividend yield for the trailing twelve months is around 19.99%, more than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGAGX BNY Mellon Appreciation Fund, Inc. | 19.99% | 21.12% | 17.23% | 7.44% | 9.16% | 3.91% | 5.29% | 10.52% | 21.70% | 16.17% | 27.17% | 31.89% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.86% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
DGAGX vs. TBCIX - Drawdown Comparison
The maximum DGAGX drawdown since its inception was -48.80%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for DGAGX and TBCIX.
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Drawdown Indicators
| DGAGX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.80% | -43.26% | -5.54% |
Max Drawdown (1Y)Largest decline over 1 year | -11.33% | -16.96% | +5.63% |
Max Drawdown (5Y)Largest decline over 5 years | -27.13% | -43.26% | +16.13% |
Max Drawdown (10Y)Largest decline over 10 years | -31.99% | -43.26% | +11.27% |
Current DrawdownCurrent decline from peak | -9.85% | -13.72% | +3.87% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -8.15% | +1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.08% | 4.86% | -1.78% |
Volatility
DGAGX vs. TBCIX - Volatility Comparison
The current volatility for BNY Mellon Appreciation Fund, Inc. (DGAGX) is 4.75%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that DGAGX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGAGX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 7.01% | -2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 12.40% | -3.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.57% | 22.77% | -5.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 23.94% | -7.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.75% | 22.73% | -4.98% |