DGLRX vs. CSUAX
Compare and contrast key facts about BNY Mellon Global Stock Fund (DGLRX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
DGLRX is managed by Dreyfus. It was launched on Dec 28, 2006. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
DGLRX vs. CSUAX - Performance Comparison
Loading graphics...
DGLRX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGLRX BNY Mellon Global Stock Fund | -7.30% | 8.59% | 17.14% | 21.48% | -19.14% | 17.63% | 19.50% | 29.57% | -1.69% | 24.22% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, DGLRX achieves a -7.30% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, DGLRX has outperformed CSUAX with an annualized return of 10.27%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
DGLRX
- 1D
- 0.39%
- 1M
- -9.05%
- YTD
- -7.30%
- 6M
- -6.64%
- 1Y
- 4.14%
- 3Y*
- 9.00%
- 5Y*
- 6.33%
- 10Y*
- 10.27%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DGLRX vs. CSUAX - Expense Ratio Comparison
DGLRX has a 0.89% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
DGLRX vs. CSUAX — Risk / Return Rank
DGLRX
CSUAX
DGLRX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Global Stock Fund (DGLRX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). 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.
| DGLRX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 1.63 | -1.36 |
Sortino ratioReturn per unit of downside risk | 0.50 | 2.17 | -1.67 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.32 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 2.36 | -2.13 |
Martin ratioReturn relative to average drawdown | 0.84 | 10.32 | -9.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DGLRX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 1.63 | -1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.61 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.50 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.55 | -0.10 |
Correlation
The correlation between DGLRX and CSUAX is 0.72, 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
DGLRX vs. CSUAX - Dividend Comparison
DGLRX's dividend yield for the trailing twelve months is around 33.46%, more than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGLRX BNY Mellon Global Stock Fund | 33.46% | 30.57% | 17.41% | 17.89% | 11.97% | 8.65% | 5.71% | 5.00% | 7.11% | 8.01% | 3.83% | 6.46% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
DGLRX vs. CSUAX - Drawdown Comparison
The maximum DGLRX drawdown since its inception was -43.83%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for DGLRX and CSUAX.
Loading graphics...
Drawdown Indicators
| DGLRX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.83% | -52.20% | +8.37% |
Max Drawdown (1Y)Largest decline over 1 year | -11.27% | -7.98% | -3.29% |
Max Drawdown (5Y)Largest decline over 5 years | -29.20% | -20.45% | -8.75% |
Max Drawdown (10Y)Largest decline over 10 years | -29.20% | -35.05% | +5.85% |
Current DrawdownCurrent decline from peak | -10.93% | -4.38% | -6.55% |
Average DrawdownAverage peak-to-trough decline | -5.97% | -8.49% | +2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 1.83% | +1.29% |
Volatility
DGLRX vs. CSUAX - Volatility Comparison
BNY Mellon Global Stock Fund (DGLRX) has a higher volatility of 4.60% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that DGLRX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DGLRX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 3.26% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 6.89% | +2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 11.48% | +4.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 12.89% | +3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.61% | 14.89% | +1.72% |