DGAGX vs. VFIAX
Compare and contrast key facts about BNY Mellon Appreciation Fund, Inc. (DGAGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
DGAGX is managed by T. Rowe Price. It was launched on Jan 18, 1984. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGAGX or VFIAX.
Correlation
The correlation between DGAGX and VFIAX is 0.95, 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. VFIAX - Performance Comparison
Key characteristics
DGAGX:
-0.01
VFIAX:
0.54
DGAGX:
0.11
VFIAX:
0.87
DGAGX:
1.02
VFIAX:
1.13
DGAGX:
-0.01
VFIAX:
0.56
DGAGX:
-0.04
VFIAX:
2.29
DGAGX:
4.70%
VFIAX:
4.55%
DGAGX:
18.38%
VFIAX:
19.44%
DGAGX:
-53.00%
VFIAX:
-55.20%
DGAGX:
-11.64%
VFIAX:
-9.86%
Returns By Period
In the year-to-date period, DGAGX achieves a -7.50% return, which is significantly lower than VFIAX's -5.69% return. Over the past 10 years, DGAGX has underperformed VFIAX with an annualized return of 10.28%, while VFIAX has yielded a comparatively higher 12.05% annualized return.
DGAGX
-7.50%
-6.06%
-8.10%
0.08%
12.34%
10.28%
VFIAX
-5.69%
-3.19%
-4.25%
10.89%
16.03%
12.05%
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. VFIAX - Expense Ratio Comparison
DGAGX has a 0.88% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
DGAGX vs. VFIAX — Risk-Adjusted Performance Rank
DGAGX
VFIAX
DGAGX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Appreciation Fund, Inc. (DGAGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
DGAGX's dividend yield for the trailing twelve months is around 15.90%, more than VFIAX's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGAGX BNY Mellon Appreciation Fund, Inc. | 15.90% | 17.31% | 7.44% | 9.16% | 3.91% | 5.29% | 10.52% | 21.70% | 16.17% | 27.73% | 31.89% | 5.29% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.37% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DGAGX vs. VFIAX - Drawdown Comparison
The maximum DGAGX drawdown since its inception was -53.00%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for DGAGX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
DGAGX vs. VFIAX - Volatility Comparison
BNY Mellon Appreciation Fund, Inc. (DGAGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 13.71% and 14.22%, 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.