DLQAX vs. DBMYX
Compare and contrast key facts about BNY Mellon Large Cap Equity Fund (DLQAX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX).
DLQAX is managed by BNY Mellon. It was launched on Aug 10, 1992. 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
DLQAX vs. DBMYX - Performance Comparison
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DLQAX vs. DBMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DLQAX BNY Mellon Large Cap Equity Fund | -7.80% | 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 | -8.30% | 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, DLQAX achieves a -7.80% return, which is significantly higher than DBMYX's -8.30% return. Over the past 10 years, DLQAX has outperformed DBMYX with an annualized return of 11.59%, while DBMYX has yielded a comparatively lower 10.49% annualized return.
DLQAX
- 1D
- -0.33%
- 1M
- -7.65%
- YTD
- -7.80%
- 6M
- -5.36%
- 1Y
- 13.83%
- 3Y*
- 13.02%
- 5Y*
- 6.60%
- 10Y*
- 11.59%
DBMYX
- 1D
- -1.33%
- 1M
- -13.87%
- YTD
- -8.30%
- 6M
- -7.43%
- 1Y
- 12.85%
- 3Y*
- 7.27%
- 5Y*
- -2.84%
- 10Y*
- 10.49%
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DLQAX vs. DBMYX - Expense Ratio Comparison
DLQAX has a 1.00% expense ratio, which is higher than DBMYX's 0.63% expense ratio.
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.
| DLQAX | DBMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.50 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.21 | 0.89 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.11 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.50 | +0.29 |
Martin ratioReturn relative to average drawdown | 3.49 | 1.97 | +1.52 |
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
| DLQAX | DBMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.50 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | -0.12 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.44 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.38 | -0.15 |
Correlation
The correlation between DLQAX and DBMYX 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.
Dividends
DLQAX vs. DBMYX - Dividend Comparison
DLQAX's dividend yield for the trailing twelve months is around 27.26%, less than DBMYX's 55.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLQAX BNY Mellon Large Cap Equity Fund | 27.26% | 21.34% | 47.67% | 35.24% | 15.74% | 14.22% | 3.69% | 4.70% | 15.48% | 3.90% | 1.90% | 5.38% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 55.82% | 51.19% | 0.43% | 0.00% | 0.00% | 8.97% | 7.86% | 0.00% | 8.66% | 9.12% | 2.20% | 6.55% |
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 | -11.82% | -19.58% | +7.76% |
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 | -9.63% | -26.11% | +16.48% |
Average DrawdownAverage peak-to-trough decline | -18.79% | -15.17% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 4.97% | -2.29% |
Volatility
DLQAX vs. DBMYX - Volatility Comparison
The current volatility for BNY Mellon Large Cap Equity Fund (DLQAX) is 4.28%, while BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a volatility of 7.77%. 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 | 4.28% | 7.77% | -3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 15.64% | -6.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.45% | 24.42% | -5.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 24.50% | -6.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.76% | 24.13% | -5.37% |