DISSX vs. DBMYX
Compare and contrast key facts about BNY Mellon Smallcap Stock Index Fund (DISSX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX).
DISSX is managed by BNY Mellon. It was launched on Jun 30, 1997. DBMYX is a passively managed fund by BNY Mellon that tracks the performance of the Russell 2500 Growth Index. It was launched on Jun 1, 2013.
Performance
DISSX vs. DBMYX - Performance Comparison
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DISSX vs. DBMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DISSX BNY Mellon Smallcap Stock Index Fund | 3.43% | 5.41% | 6.87% | 14.24% | -16.71% | 26.41% | 10.92% | 22.28% | -8.30% | 12.40% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | -4.63% | 11.94% | 10.09% | 15.63% | -33.11% | -4.44% | 68.62% | 39.27% | -1.35% | 26.80% |
Returns By Period
In the year-to-date period, DISSX achieves a 3.43% return, which is significantly higher than DBMYX's -4.63% return. Over the past 10 years, DISSX has underperformed DBMYX with an annualized return of 9.14%, while DBMYX has yielded a comparatively higher 10.93% annualized return.
DISSX
- 1D
- 2.83%
- 1M
- -4.74%
- YTD
- 3.43%
- 6M
- 4.70%
- 1Y
- 19.56%
- 3Y*
- 9.12%
- 5Y*
- 3.15%
- 10Y*
- 9.14%
DBMYX
- 1D
- 4.00%
- 1M
- -10.19%
- YTD
- -4.63%
- 6M
- -4.41%
- 1Y
- 16.53%
- 3Y*
- 8.68%
- 5Y*
- -2.45%
- 10Y*
- 10.93%
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DISSX vs. DBMYX - Expense Ratio Comparison
DISSX has a 0.50% expense ratio, which is lower than DBMYX's 0.63% expense ratio.
Return for Risk
DISSX vs. DBMYX — Risk / Return Rank
DISSX
DBMYX
DISSX vs. DBMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Smallcap Stock Index Fund (DISSX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX). 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.
| DISSX | DBMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.71 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.18 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.15 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.85 | +0.51 |
Martin ratioReturn relative to average drawdown | 5.52 | 3.29 | +2.24 |
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
| DISSX | DBMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.71 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | -0.10 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.45 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.40 | -0.01 |
Correlation
The correlation between DISSX and DBMYX is 0.79, 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
DISSX vs. DBMYX - Dividend Comparison
DISSX's dividend yield for the trailing twelve months is around 14.91%, less than DBMYX's 53.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISSX BNY Mellon Smallcap Stock Index Fund | 14.91% | 15.42% | 14.79% | 8.20% | 13.87% | 10.72% | 7.61% | 8.35% | 13.18% | 7.40% | 6.49% | 11.30% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 53.67% | 51.19% | 0.43% | 0.00% | 0.00% | 8.97% | 7.86% | 0.00% | 8.66% | 9.12% | 2.20% | 6.55% |
Drawdowns
DISSX vs. DBMYX - Drawdown Comparison
The maximum DISSX drawdown since its inception was -58.30%, which is greater than DBMYX's maximum drawdown of -48.24%. Use the drawdown chart below to compare losses from any high point for DISSX and DBMYX.
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Drawdown Indicators
| DISSX | DBMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -48.24% | -10.06% |
Max Drawdown (1Y)Largest decline over 1 year | -14.96% | -19.58% | +4.62% |
Max Drawdown (5Y)Largest decline over 5 years | -29.02% | -45.79% | +16.77% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -48.24% | +3.79% |
Current DrawdownCurrent decline from peak | -5.80% | -23.16% | +17.36% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -15.18% | +5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 5.07% | -1.37% |
Volatility
DISSX vs. DBMYX - Volatility Comparison
The current volatility for BNY Mellon Smallcap Stock Index Fund (DISSX) is 6.31%, while BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a volatility of 9.05%. This indicates that DISSX experiences smaller price fluctuations and is considered to be less risky than DBMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DISSX | DBMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 9.05% | -2.74% |
Volatility (6M)Calculated over the trailing 6-month period | 13.08% | 16.13% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.80% | 24.69% | -1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 24.54% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.16% | 24.16% | -1.00% |