DGAGX vs. VMVAX
Compare and contrast key facts about BNY Mellon Appreciation Fund, Inc. (DGAGX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX).
DGAGX is managed by T. Rowe Price. It was launched on Jan 18, 1984. VMVAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGAGX or VMVAX.
Correlation
The correlation between DGAGX and VMVAX is 0.87, 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. VMVAX - Performance Comparison
Key characteristics
DGAGX:
-0.01
VMVAX:
0.32
DGAGX:
0.11
VMVAX:
0.56
DGAGX:
1.02
VMVAX:
1.08
DGAGX:
-0.01
VMVAX:
0.29
DGAGX:
-0.04
VMVAX:
1.00
DGAGX:
4.70%
VMVAX:
5.26%
DGAGX:
18.38%
VMVAX:
16.56%
DGAGX:
-53.00%
VMVAX:
-43.07%
DGAGX:
-11.64%
VMVAX:
-11.21%
Returns By Period
In the year-to-date period, DGAGX achieves a -7.50% return, which is significantly lower than VMVAX's -3.91% return. Over the past 10 years, DGAGX has outperformed VMVAX with an annualized return of 10.28%, while VMVAX has yielded a comparatively lower 7.70% annualized return.
DGAGX
-7.50%
-6.06%
-8.10%
0.08%
12.34%
10.28%
VMVAX
-3.91%
-4.46%
-6.22%
5.12%
14.53%
7.70%
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DGAGX vs. VMVAX - Expense Ratio Comparison
DGAGX has a 0.88% expense ratio, which is higher than VMVAX's 0.07% expense ratio.
Risk-Adjusted Performance
DGAGX vs. VMVAX — Risk-Adjusted Performance Rank
DGAGX
VMVAX
DGAGX vs. VMVAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Appreciation Fund, Inc. (DGAGX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX). 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. VMVAX - Dividend Comparison
DGAGX's dividend yield for the trailing twelve months is around 15.90%, more than VMVAX's 2.42% 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% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 2.42% | 2.11% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.91% | 2.04% | 1.67% |
Drawdowns
DGAGX vs. VMVAX - Drawdown Comparison
The maximum DGAGX drawdown since its inception was -53.00%, which is greater than VMVAX's maximum drawdown of -43.07%. Use the drawdown chart below to compare losses from any high point for DGAGX and VMVAX. For additional features, visit the drawdowns tool.
Volatility
DGAGX vs. VMVAX - Volatility Comparison
BNY Mellon Appreciation Fund, Inc. (DGAGX) has a higher volatility of 13.71% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 11.85%. This indicates that DGAGX's price experiences larger fluctuations and is considered to be riskier than VMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.