DLQAX vs. DBMYX
DLQAX (BNY Mellon Large Cap Equity Fund) and DBMYX (BNY Mellon Small/Mid Cap Growth Fund Class Y) are both mutual funds - DLQAX is a Large Cap Growth Equities fund managed by BNY Mellon, while DBMYX is a Mid Cap Growth Equities fund tracking the Russell 2500 Growth Index. Over the past 10 years, DLQAX returned 12.86%/yr vs 11.34%/yr for DBMYX. Their correlation of 0.82 means they have usually moved in the same direction. DLQAX charges 1.00%/yr vs 0.63%/yr for DBMYX.
Performance
DLQAX vs. DBMYX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with DLQAX having a 7.42% return and DBMYX slightly lower at 7.20%. Over the past 10 years, DLQAX has outperformed DBMYX with an annualized return of 12.86%, while DBMYX has yielded a comparatively lower 11.34% annualized return.
DLQAX
- 1D
- 0.98%
- 1M
- 1.40%
- 6M
- 6.08%
- YTD
- 7.42%
- 1Y
- 16.40%
- 3Y*
- 15.25%
- 5Y*
- 7.60%
- 10Y*
- 12.86%
- ALL TIME*
- 5.00%
DBMYX
- 1D
- -1.02%
- 1M
- -6.33%
- 6M
- -1.43%
- YTD
- 7.20%
- 1Y
- 15.53%
- 3Y*
- 10.37%
- 5Y*
- -0.75%
- 10Y*
- 11.34%
- ALL TIME*
- 9.90%
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 |
DLQAX vs. DBMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DLQAX BNY Mellon Large Cap Equity Fund | 7.42% | 14.27% | 21.29% | 16.81% | -23.77% | 27.21% | 23.57% | 29.30% | -6.06% | 24.54% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 7.20% | 11.94% | 10.09% | 15.63% | -33.11% | -4.44% | 68.62% | 39.27% | -1.35% | 26.80% |
Correlation
The correlation between DLQAX and DBMYX is 0.73, 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. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.82 |
The correlation between DLQAX and DBMYX has been stable across timeframes, ranging from 0.73 to 0.82 - a consistent structural relationship.
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Return for Risk
DLQAX vs. DBMYX — Risk / Return Rank
DLQAX
DBMYX
DLQAX vs. DBMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Large Cap Equity Fund (DLQAX) 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.
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.
| DLQAX | DBMYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.53 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.12 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.50 | 0.70 | +0.79 |
| Martin ratioReturn relative to average drawdown | 6.08 | 2.13 | +3.95 |
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Drawdowns
DLQAX vs. DBMYX - Drawdown Comparison
The maximum DLQAX drawdown since its inception was -70.38%, which is greater than DBMYX's maximum drawdown of -48.24%. Use the drawdown chart below to compare losses from any high point for DLQAX and DBMYX.
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Drawdown Indicators
| DLQAX | DBMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.38% | -48.24% | -22.14% |
Max Drawdown (1Y)Largest decline over 1 year | -9.63% | -19.58% | +9.95% |
Max Drawdown (3Y)Largest decline over 3 years | -22.44% | -25.20% | +2.76% |
Max Drawdown (5Y)Largest decline over 5 years | -30.77% | -45.79% | +15.02% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | -48.24% | +13.91% |
Current DrawdownCurrent decline from peak | -0.40% | -13.62% | +13.22% |
Average DrawdownAverage peak-to-trough decline | -18.59% | -15.13% | -3.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 6.44% | -4.07% |
Volatility
DLQAX vs. DBMYX - Volatility Comparison
The current volatility for BNY Mellon Large Cap Equity Fund (DLQAX) is 3.36%, while BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a volatility of 5.59%. This indicates that DLQAX 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
| DLQAX | DBMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.36% | 5.59% | -2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 17.19% | -7.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.93% | 22.50% | -9.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.71% | 24.73% | -7.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.75% | 24.36% | -5.61% |
DLQAX vs. DBMYX - Expense Ratio Comparison
DLQAX has a 1.00% expense ratio, which is higher than DBMYX's 0.63% expense ratio.
Dividends
DLQAX vs. DBMYX - Dividend Comparison
DLQAX's dividend yield for the trailing twelve months is around 23.39%, less than DBMYX's 47.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 47.75% | 51.19% | 0.43% | 0.00% | 0.00% | 8.97% | 7.86% | 0.00% | 8.66% | 9.12% | 2.20% | 6.55% |
DLQAX BNY Mellon Large Cap Equity Fund | 23.39% | 21.34% | 47.67% | 35.24% | 15.74% | 14.22% | 3.69% | 4.70% | 15.48% | 3.90% | 1.90% | 5.38% |
Frequently Asked Questions
DLQAX and DBMYX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DBMYX has higher volatility (5.59%) compared to DLQAX (3.36%). In terms of maximum drawdown, DLQAX dropped -70.38% vs DBMYX's -48.24%.
DLQAX currently has the higher Sharpe Ratio (1.12 vs 0.61), 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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