DLQAX vs. DTGRX

In the year-to-date period, DLQAX achieves a -5.92% return, which is significantly lower than DTGRX's -5.12% return. Over the past 10 years, DLQAX has underperformed DTGRX with an annualized return of -3.07%, while DTGRX has yielded a comparatively higher 3.30% annualized return.

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DLQAX has a 1.00% expense ratio, which is lower than DTGRX's 1.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Large Cap Equity Fund (DLQAX) and BNY Mellon Technology Growth Fund (DTGRX). 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.

The current DLQAX Sharpe Ratio is -0.59, which is lower than the DTGRX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of DLQAX and DTGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DLQAX's dividend yield for the trailing twelve months is around 0.31%, while DTGRX has not paid dividends to shareholders.

The maximum DLQAX drawdown since its inception was -65.51%, smaller than the maximum DTGRX drawdown of -83.23%. Use the drawdown chart below to compare losses from any high point for DLQAX and DTGRX. For additional features, visit the drawdowns tool.

The current volatility for BNY Mellon Large Cap Equity Fund (DLQAX) is 13.18%, while BNY Mellon Technology Growth Fund (DTGRX) has a volatility of 16.84%. This indicates that DLQAX experiences smaller price fluctuations and is considered to be less risky than DTGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.