DLQAX vs. PEOPX
Compare and contrast key facts about BNY Mellon Large Cap Equity Fund (DLQAX) and BNY Mellon S&P 500 Index Fund (PEOPX).
DLQAX is managed by BNY Mellon. It was launched on Aug 10, 1992. PEOPX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Jan 2, 1990.
Performance
DLQAX vs. PEOPX - Performance Comparison
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DLQAX vs. PEOPX - 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% |
PEOPX BNY Mellon S&P 500 Index Fund | -7.16% | 17.33% | 24.50% | 25.78% | -18.67% | 28.25% | 17.83% | 30.96% | -6.01% | 21.26% |
Returns By Period
In the year-to-date period, DLQAX achieves a -7.80% return, which is significantly lower than PEOPX's -7.16% return. Over the past 10 years, DLQAX has underperformed PEOPX with an annualized return of 11.59%, while PEOPX has yielded a comparatively higher 13.08% 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%
PEOPX
- 1D
- -0.40%
- 1M
- -7.72%
- YTD
- -7.16%
- 6M
- -4.79%
- 1Y
- 13.93%
- 3Y*
- 16.69%
- 5Y*
- 10.90%
- 10Y*
- 13.08%
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DLQAX vs. PEOPX - Expense Ratio Comparison
DLQAX has a 1.00% expense ratio, which is higher than PEOPX's 0.50% expense ratio.
Return for Risk
DLQAX vs. PEOPX — Risk / Return Rank
DLQAX
PEOPX
DLQAX vs. PEOPX - 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 S&P 500 Index Fund (PEOPX). 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 | PEOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.81 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.26 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.02 | -0.23 |
Martin ratioReturn relative to average drawdown | 3.49 | 4.91 | -1.42 |
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 | PEOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.81 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.65 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.73 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.46 | -0.23 |
Correlation
The correlation between DLQAX and PEOPX is 0.95, 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. PEOPX - Dividend Comparison
DLQAX's dividend yield for the trailing twelve months is around 27.26%, more than PEOPX's 11.15% 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% |
PEOPX BNY Mellon S&P 500 Index Fund | 11.15% | 10.35% | 10.38% | 7.35% | 11.78% | 12.89% | 11.94% | 14.37% | 14.75% | 9.21% | 10.90% | 7.81% |
Drawdowns
DLQAX vs. PEOPX - Drawdown Comparison
The maximum DLQAX drawdown since its inception was -70.38%, which is greater than PEOPX's maximum drawdown of -57.45%. Use the drawdown chart below to compare losses from any high point for DLQAX and PEOPX.
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Drawdown Indicators
| DLQAX | PEOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.38% | -57.45% | -12.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -12.13% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -30.77% | -24.79% | -5.98% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | -33.85% | -0.48% |
Current DrawdownCurrent decline from peak | -9.63% | -8.97% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -18.79% | -10.56% | -8.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 2.51% | +0.17% |
Volatility
DLQAX vs. PEOPX - Volatility Comparison
BNY Mellon Large Cap Equity Fund (DLQAX) and BNY Mellon S&P 500 Index Fund (PEOPX) have volatilities of 4.28% and 4.24%, 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 | PEOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.28% | 4.24% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 9.08% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.45% | 18.13% | +0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 16.88% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.76% | 17.93% | +0.83% |