DNLAX vs. PRCOX
Compare and contrast key facts about BNY Mellon Natural Resources Fund Class A (DNLAX) and T. Rowe Price U.S. Equity Research Fund (PRCOX).
DNLAX is managed by BNY Mellon. It was launched on Oct 31, 2003. PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DNLAX or PRCOX.
Key characteristics
| DNLAX | PRCOX | |
|---|---|---|
| YTD Return | 11.87% | 12.98% |
| 1Y Return | 22.26% | 32.30% |
| 3Y Return (Ann) | 17.37% | 11.13% |
| 5Y Return (Ann) | 19.74% | 15.85% |
| 10Y Return (Ann) | 7.95% | 13.58% |
| Sharpe Ratio | 0.89 | 2.83 |
| Daily Std Dev | 27.05% | 11.99% |
| Max Drawdown | -69.14% | -54.26% |
| Current Drawdown | -1.13% | -0.19% |
Correlation
The correlation between DNLAX and PRCOX is 0.68, 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.
Performance
DNLAX vs. PRCOX - Performance Comparison
In the year-to-date period, DNLAX achieves a 11.87% return, which is significantly lower than PRCOX's 12.98% return. Over the past 10 years, DNLAX has underperformed PRCOX with an annualized return of 7.95%, while PRCOX has yielded a comparatively higher 13.58% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DNLAX vs. PRCOX - Expense Ratio Comparison
DNLAX has a 1.14% expense ratio, which is higher than PRCOX's 0.42% expense ratio.
Risk-Adjusted Performance
DNLAX vs. PRCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Natural Resources Fund Class A (DNLAX) and T. Rowe Price U.S. Equity Research Fund (PRCOX). 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.
Dividends
DNLAX vs. PRCOX - Dividend Comparison
DNLAX's dividend yield for the trailing twelve months is around 11.21%, more than PRCOX's 1.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DNLAX BNY Mellon Natural Resources Fund Class A | 11.21% | 12.54% | 9.80% | 5.04% | 0.91% | 1.95% | 1.53% | 0.40% | 1.26% | 0.98% | 1.68% | 0.00% |
PRCOX T. Rowe Price U.S. Equity Research Fund | 1.04% | 1.17% | 1.28% | 3.71% | 1.04% | 0.97% | 5.60% | 7.02% | 7.28% | 8.76% | 5.01% | 0.92% |
Drawdowns
DNLAX vs. PRCOX - Drawdown Comparison
The maximum DNLAX drawdown since its inception was -69.14%, which is greater than PRCOX's maximum drawdown of -54.26%. Use the drawdown chart below to compare losses from any high point for DNLAX and PRCOX. For additional features, visit the drawdowns tool.
Volatility
DNLAX vs. PRCOX - Volatility Comparison
BNY Mellon Natural Resources Fund Class A (DNLAX) has a higher volatility of 5.83% compared to T. Rowe Price U.S. Equity Research Fund (PRCOX) at 3.49%. This indicates that DNLAX's price experiences larger fluctuations and is considered to be riskier than PRCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.