DISSX vs. NOSIX
Compare and contrast key facts about BNY Mellon Smallcap Stock Index Fund (DISSX) and Northern Stock Index Fund (NOSIX).
DISSX is managed by BNY Mellon. It was launched on Jun 30, 1997. NOSIX is managed by Northern Funds. It was launched on Oct 7, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DISSX or NOSIX.
Correlation
The correlation between DISSX and NOSIX is 0.82, 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
DISSX vs. NOSIX - Performance Comparison
Key characteristics
DISSX:
-0.17
NOSIX:
1.73
DISSX:
-0.08
NOSIX:
2.34
DISSX:
0.99
NOSIX:
1.31
DISSX:
-0.11
NOSIX:
2.62
DISSX:
-0.48
NOSIX:
9.99
DISSX:
8.13%
NOSIX:
2.22%
DISSX:
22.73%
NOSIX:
12.84%
DISSX:
-64.55%
NOSIX:
-55.42%
DISSX:
-34.11%
NOSIX:
-0.63%
Returns By Period
In the year-to-date period, DISSX achieves a 0.70% return, which is significantly lower than NOSIX's 4.18% return. Over the past 10 years, DISSX has underperformed NOSIX with an annualized return of -0.89%, while NOSIX has yielded a comparatively higher 11.04% annualized return.
DISSX
0.70%
-3.26%
-9.21%
-2.65%
-1.84%
-0.89%
NOSIX
4.18%
1.24%
9.05%
22.73%
11.83%
11.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DISSX vs. NOSIX - Expense Ratio Comparison
DISSX has a 0.50% expense ratio, which is higher than NOSIX's 0.05% expense ratio.
Risk-Adjusted Performance
DISSX vs. NOSIX — Risk-Adjusted Performance Rank
DISSX
NOSIX
DISSX vs. NOSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Smallcap Stock Index Fund (DISSX) and Northern Stock Index Fund (NOSIX). 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
DISSX vs. NOSIX - Dividend Comparison
DISSX's dividend yield for the trailing twelve months is around 1.54%, more than NOSIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISSX BNY Mellon Smallcap Stock Index Fund | 1.54% | 1.55% | 1.63% | 1.39% | 0.88% | 0.91% | 1.15% | 1.13% | 0.90% | 0.93% | 1.11% | 0.83% |
NOSIX Northern Stock Index Fund | 1.22% | 1.27% | 1.56% | 1.68% | 1.15% | 1.53% | 1.70% | 2.09% | 1.73% | 2.06% | 1.99% | 1.77% |
Drawdowns
DISSX vs. NOSIX - Drawdown Comparison
The maximum DISSX drawdown since its inception was -64.55%, which is greater than NOSIX's maximum drawdown of -55.42%. Use the drawdown chart below to compare losses from any high point for DISSX and NOSIX. For additional features, visit the drawdowns tool.
Volatility
DISSX vs. NOSIX - Volatility Comparison
BNY Mellon Smallcap Stock Index Fund (DISSX) has a higher volatility of 3.87% compared to Northern Stock Index Fund (NOSIX) at 2.99%. This indicates that DISSX's price experiences larger fluctuations and is considered to be riskier than NOSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.