DLQAX vs. DNLDX
Compare and contrast key facts about BNY Mellon Large Cap Equity Fund (DLQAX) and BNY Mellon Active MidCap Fund (DNLDX).
DLQAX is managed by BNY Mellon. It was launched on Aug 10, 1992. DNLDX is managed by BNY Mellon. It was launched on Jan 29, 1985.
Performance
DLQAX vs. DNLDX - Performance Comparison
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DLQAX vs. DNLDX - 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% |
DNLDX BNY Mellon Active MidCap Fund | -1.64% | 9.79% | 22.27% | 16.99% | -14.34% | 26.49% | 9.29% | 16.82% | -14.46% | 16.64% |
Returns By Period
In the year-to-date period, DLQAX achieves a -7.80% return, which is significantly lower than DNLDX's -1.64% return. Over the past 10 years, DLQAX has outperformed DNLDX with an annualized return of 11.59%, while DNLDX has yielded a comparatively lower 8.68% 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%
DNLDX
- 1D
- -0.69%
- 1M
- -6.75%
- YTD
- -1.64%
- 6M
- -0.76%
- 1Y
- 14.18%
- 3Y*
- 13.91%
- 5Y*
- 8.93%
- 10Y*
- 8.68%
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DLQAX vs. DNLDX - Expense Ratio Comparison
Both DLQAX and DNLDX have an expense ratio of 1.00%.
Return for Risk
DLQAX vs. DNLDX — Risk / Return Rank
DLQAX
DNLDX
DLQAX vs. DNLDX - 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 Active MidCap Fund (DNLDX). 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 | DNLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.78 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.22 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.79 | 0.00 |
Martin ratioReturn relative to average drawdown | 3.49 | 3.86 | -0.37 |
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 | DNLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.78 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.49 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.45 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.53 | -0.30 |
Correlation
The correlation between DLQAX and DNLDX is 0.89, 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. DNLDX - Dividend Comparison
DLQAX's dividend yield for the trailing twelve months is around 27.26%, more than DNLDX's 15.27% 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% |
DNLDX BNY Mellon Active MidCap Fund | 15.27% | 14.15% | 15.24% | 1.69% | 8.82% | 17.74% | 2.77% | 2.65% | 11.14% | 11.32% | 1.00% | 3.12% |
Drawdowns
DLQAX vs. DNLDX - Drawdown Comparison
The maximum DLQAX drawdown since its inception was -70.38%, which is greater than DNLDX's maximum drawdown of -63.69%. Use the drawdown chart below to compare losses from any high point for DLQAX and DNLDX.
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Drawdown Indicators
| DLQAX | DNLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.38% | -63.69% | -6.69% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -13.37% | +1.55% |
Max Drawdown (5Y)Largest decline over 5 years | -30.77% | -23.42% | -7.35% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | -42.23% | +7.90% |
Current DrawdownCurrent decline from peak | -9.63% | -7.29% | -2.34% |
Average DrawdownAverage peak-to-trough decline | -18.79% | -9.67% | -9.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 2.74% | -0.06% |
Volatility
DLQAX vs. DNLDX - Volatility Comparison
BNY Mellon Large Cap Equity Fund (DLQAX) and BNY Mellon Active MidCap Fund (DNLDX) have volatilities of 4.28% and 4.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DLQAX | DNLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.43% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 9.81% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.45% | 18.89% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 18.48% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.76% | 19.49% | -0.73% |