DGLRX vs. DQEIX
DGLRX (BNY Mellon Global Stock Fund) and DQEIX (BNY Mellon Global Equity Income Fund) are both mutual funds - DGLRX is a Global Equities fund managed by Dreyfus, while DQEIX is a Dividend fund managed by Dreyfus. Over the past 10 years, DGLRX returned 11.04%/yr vs 10.27%/yr for DQEIX. Their correlation of 0.85 means they have usually moved in the same direction. DGLRX charges 0.89%/yr vs 0.92%/yr for DQEIX.
Performance
DGLRX vs. DQEIX - Performance Comparison
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Returns By Period
In the year-to-date period, DGLRX achieves a 4.57% return, which is significantly lower than DQEIX's 14.89% return. Over the past 10 years, DGLRX has outperformed DQEIX with an annualized return of 11.04%, while DQEIX has yielded a comparatively lower 10.27% annualized return.
DGLRX
- 1D
- 1.27%
- 1M
- 0.40%
- 6M
- 2.83%
- YTD
- 4.57%
- 1Y
- 9.27%
- 3Y*
- 11.24%
- 5Y*
- 6.47%
- 10Y*
- 11.04%
- ALL TIME*
- 8.47%
DQEIX
- 1D
- 0.49%
- 1M
- 0.84%
- 6M
- 8.24%
- YTD
- 14.89%
- 1Y
- 27.91%
- 3Y*
- 14.73%
- 5Y*
- 10.83%
- 10Y*
- 10.27%
- ALL TIME*
- 7.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DGLRX vs. DQEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGLRX BNY Mellon Global Stock Fund | 4.57% | 8.59% | 17.14% | 21.48% | -19.14% | 17.63% | 19.50% | 29.57% | -1.69% | 24.22% |
DQEIX BNY Mellon Global Equity Income Fund | 14.89% | 24.64% | 6.54% | 9.70% | -3.72% | 14.32% | 5.62% | 25.80% | -5.61% | 18.18% |
Correlation
The correlation between DGLRX and DQEIX is 0.75, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.75 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Oct 18, 2007 | 0.85 |
The correlation between DGLRX and DQEIX shifts across timeframes, from 0.72 (3 years) to 0.85 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DGLRX vs. DQEIX — Risk / Return Rank
DGLRX
DQEIX
DGLRX vs. DQEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Global Stock Fund (DGLRX) and BNY Mellon Global Equity Income Fund (DQEIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DGLRX | DQEIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.71 | ||
| Sortino ratioReturn per unit of downside risk | -2.37 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.41 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.60 | 2.54 | -1.93 |
| Martin ratioReturn relative to average drawdown | 1.96 | 9.34 | -7.38 |
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Drawdowns
DGLRX vs. DQEIX - Drawdown Comparison
The maximum DGLRX drawdown since its inception was -43.83%, smaller than the maximum DQEIX drawdown of -52.75%. Use the drawdown chart below to compare losses from any high point for DGLRX and DQEIX.
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Drawdown Indicators
| DGLRX | DQEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.83% | -52.75% | +8.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.27% | -9.74% | -1.53% |
Max Drawdown (3Y)Largest decline over 3 years | -16.00% | -13.21% | -2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -29.20% | -18.65% | -10.55% |
Max Drawdown (10Y)Largest decline over 10 years | -29.20% | -32.69% | +3.49% |
Current DrawdownCurrent decline from peak | -0.06% | -0.14% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -7.14% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 2.65% | +0.83% |
Volatility
DGLRX vs. DQEIX - Volatility Comparison
BNY Mellon Global Stock Fund (DGLRX) has a higher volatility of 3.37% compared to BNY Mellon Global Equity Income Fund (DQEIX) at 3.00%. This indicates that DGLRX's price experiences larger fluctuations and is considered to be riskier than DQEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGLRX | DQEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 3.00% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.16% | 9.02% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | 11.07% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.59% | 12.90% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 14.54% | +2.06% |
DGLRX vs. DQEIX - Expense Ratio Comparison
DGLRX has a 0.89% expense ratio, which is lower than DQEIX's 0.92% expense ratio.
Dividends
DGLRX vs. DQEIX - Dividend Comparison
DGLRX's dividend yield for the trailing twelve months is around 29.66%, more than DQEIX's 11.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGLRX BNY Mellon Global Stock Fund | 29.66% | 30.57% | 17.41% | 17.89% | 11.97% | 8.65% | 5.71% | 5.00% | 7.11% | 8.01% | 3.83% | 6.46% |
DQEIX BNY Mellon Global Equity Income Fund | 11.69% | 13.55% | 12.56% | 7.65% | 14.39% | 12.69% | 1.97% | 3.41% | 10.50% | 5.32% | 5.83% | 6.94% |
Frequently Asked Questions
DGLRX and DQEIX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DGLRX has higher volatility (3.37%) compared to DQEIX (3.00%). In terms of maximum drawdown, DGLRX dropped -43.83% vs DQEIX's -52.75%.
DQEIX currently has the higher Sharpe Ratio (2.24 vs 0.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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