DLQAX vs. DNLAX
Compare and contrast key facts about BNY Mellon Large Cap Equity Fund (DLQAX) and BNY Mellon Natural Resources Fund Class A (DNLAX).
DLQAX is managed by BNY Mellon. It was launched on Aug 10, 1992. DNLAX is managed by BNY Mellon. It was launched on Oct 31, 2003.
Performance
DLQAX vs. DNLAX - Performance Comparison
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DLQAX vs. DNLAX - 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% |
DNLAX BNY Mellon Natural Resources Fund Class A | 22.63% | 14.75% | 0.86% | 1.33% | 33.83% | 38.00% | 6.30% | 16.33% | -17.78% | 13.69% |
Returns By Period
In the year-to-date period, DLQAX achieves a -7.80% return, which is significantly lower than DNLAX's 22.63% return. Over the past 10 years, DLQAX has underperformed DNLAX with an annualized return of 11.59%, while DNLAX has yielded a comparatively higher 14.07% 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%
DNLAX
- 1D
- -0.55%
- 1M
- -1.40%
- YTD
- 22.63%
- 6M
- 31.46%
- 1Y
- 47.26%
- 3Y*
- 13.86%
- 5Y*
- 18.10%
- 10Y*
- 14.07%
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DLQAX vs. DNLAX - Expense Ratio Comparison
DLQAX has a 1.00% expense ratio, which is lower than DNLAX's 1.14% expense ratio.
Return for Risk
DLQAX vs. DNLAX — Risk / Return Rank
DLQAX
DNLAX
DLQAX vs. DNLAX - 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 Natural Resources Fund Class A (DNLAX). 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 | DNLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 1.78 | -1.01 |
Sortino ratioReturn per unit of downside risk | 1.21 | 2.24 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.36 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 2.10 | -1.31 |
Martin ratioReturn relative to average drawdown | 3.49 | 9.54 | -6.05 |
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 | DNLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 1.78 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.70 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.55 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.36 | -0.13 |
Correlation
The correlation between DLQAX and DNLAX is 0.67, 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
DLQAX vs. DNLAX - Dividend Comparison
DLQAX's dividend yield for the trailing twelve months is around 27.26%, more than DNLAX's 1.79% 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% |
DNLAX BNY Mellon Natural Resources Fund Class A | 1.79% | 2.19% | 7.75% | 12.54% | 9.80% | 5.04% | 0.91% | 1.95% | 1.53% | 0.40% | 1.26% | 0.98% |
Drawdowns
DLQAX vs. DNLAX - Drawdown Comparison
The maximum DLQAX drawdown since its inception was -70.38%, roughly equal to the maximum DNLAX drawdown of -69.14%. Use the drawdown chart below to compare losses from any high point for DLQAX and DNLAX.
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Drawdown Indicators
| DLQAX | DNLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.38% | -69.14% | -1.24% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -20.87% | +9.05% |
Max Drawdown (5Y)Largest decline over 5 years | -30.77% | -32.37% | +1.60% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | -54.45% | +20.12% |
Current DrawdownCurrent decline from peak | -9.63% | -2.30% | -7.33% |
Average DrawdownAverage peak-to-trough decline | -18.79% | -21.71% | +2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 4.59% | -1.91% |
Volatility
DLQAX vs. DNLAX - Volatility Comparison
The current volatility for BNY Mellon Large Cap Equity Fund (DLQAX) is 4.28%, while BNY Mellon Natural Resources Fund Class A (DNLAX) has a volatility of 6.09%. This indicates that DLQAX experiences smaller price fluctuations and is considered to be less risky than DNLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DLQAX | DNLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 6.09% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 15.21% | -5.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.45% | 26.61% | -8.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 25.94% | -8.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.76% | 25.58% | -6.82% |