DGLRX vs. GLIFX
Compare and contrast key facts about BNY Mellon Global Stock Fund (DGLRX) and Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX).
DGLRX is managed by Dreyfus. It was launched on Dec 28, 2006. GLIFX is managed by Lazard.
Performance
DGLRX vs. GLIFX - Performance Comparison
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DGLRX vs. GLIFX - 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% |
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 5.89% | 23.85% | 6.71% | 10.89% | -1.33% | 19.91% | -4.51% | 22.27% | -3.82% | 20.77% |
Returns By Period
In the year-to-date period, DGLRX achieves a -7.30% return, which is significantly lower than GLIFX's 5.89% return. Both investments have delivered pretty close results over the past 10 years, with DGLRX having a 10.27% annualized return and GLIFX not far behind at 9.87%.
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%
GLIFX
- 1D
- 1.38%
- 1M
- -7.05%
- YTD
- 5.89%
- 6M
- 11.15%
- 1Y
- 23.17%
- 3Y*
- 14.09%
- 5Y*
- 12.14%
- 10Y*
- 9.87%
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DGLRX vs. GLIFX - Expense Ratio Comparison
DGLRX has a 0.89% expense ratio, which is lower than GLIFX's 0.97% expense ratio.
Return for Risk
DGLRX vs. GLIFX — Risk / Return Rank
DGLRX
GLIFX
DGLRX vs. GLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Global Stock Fund (DGLRX) and Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX). 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 | GLIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 2.23 | -1.96 |
Sortino ratioReturn per unit of downside risk | 0.50 | 2.83 | -2.33 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.43 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 2.74 | -2.51 |
Martin ratioReturn relative to average drawdown | 0.84 | 11.44 | -10.60 |
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
| DGLRX | GLIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 2.23 | -1.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 1.14 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.75 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.85 | -0.40 |
Correlation
The correlation between DGLRX and GLIFX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DGLRX vs. GLIFX - Dividend Comparison
DGLRX's dividend yield for the trailing twelve months is around 33.46%, more than GLIFX's 6.37% 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% |
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 6.37% | 6.22% | 4.26% | 2.95% | 14.81% | 6.21% | 2.59% | 4.44% | 14.29% | 6.94% | 1.91% | 11.33% |
Drawdowns
DGLRX vs. GLIFX - Drawdown Comparison
The maximum DGLRX drawdown since its inception was -43.83%, which is greater than GLIFX's maximum drawdown of -29.65%. Use the drawdown chart below to compare losses from any high point for DGLRX and GLIFX.
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Drawdown Indicators
| DGLRX | GLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.83% | -29.65% | -14.18% |
Max Drawdown (1Y)Largest decline over 1 year | -11.27% | -9.00% | -2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -29.20% | -17.15% | -12.05% |
Max Drawdown (10Y)Largest decline over 10 years | -29.20% | -29.65% | +0.45% |
Current DrawdownCurrent decline from peak | -10.93% | -7.05% | -3.88% |
Average DrawdownAverage peak-to-trough decline | -5.97% | -3.35% | -2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.16% | +0.96% |
Volatility
DGLRX vs. GLIFX - Volatility Comparison
BNY Mellon Global Stock Fund (DGLRX) and Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) have volatilities of 4.60% and 4.58%, 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.
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Volatility by Period
| DGLRX | GLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 4.58% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 7.35% | +2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.20% | 10.71% | +5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 10.70% | +5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.61% | 13.25% | +3.36% |