DNLDX vs. BTMFX
DNLDX (BNY Mellon Active MidCap Fund) and BTMFX (Boston Trust Midcap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, DNLDX returned 10.16%/yr vs 10.61%/yr for BTMFX. Their correlation of 0.94 means they have usually moved in the same direction. Both charge a 1.00% expense ratio.
Performance
DNLDX vs. BTMFX - Performance Comparison
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Returns By Period
In the year-to-date period, DNLDX achieves a 14.42% return, which is significantly higher than BTMFX's 7.93% return. Both investments have delivered pretty close results over the past 10 years, with DNLDX having a 10.16% annualized return and BTMFX not far ahead at 10.61%.
DNLDX
- 1D
- -0.50%
- 1M
- 0.15%
- 6M
- 10.62%
- YTD
- 14.42%
- 1Y
- 20.58%
- 3Y*
- 16.75%
- 5Y*
- 10.33%
- 10Y*
- 10.16%
- ALL TIME*
- 10.43%
BTMFX
- 1D
- 0.08%
- 1M
- 2.15%
- 6M
- 4.87%
- YTD
- 7.93%
- 1Y
- 10.61%
- 3Y*
- 8.64%
- 5Y*
- 6.34%
- 10Y*
- 10.61%
- ALL TIME*
- 9.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DNLDX vs. BTMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DNLDX BNY Mellon Active MidCap Fund | 14.42% | 9.79% | 22.27% | 16.99% | -14.34% | 26.49% | 9.29% | 16.82% | -14.46% | 16.64% |
BTMFX Boston Trust Midcap Fund | 7.93% | 4.29% | 10.27% | 13.06% | -10.91% | 24.77% | 9.72% | 33.00% | -3.36% | 20.01% |
Correlation
The correlation between DNLDX and BTMFX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Sep 28, 2007 | 0.94 |
The correlation between DNLDX and BTMFX shifts across timeframes, from 0.84 (1 year) to 0.94 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DNLDX vs. BTMFX — Risk / Return Rank
DNLDX
BTMFX
DNLDX vs. BTMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Active MidCap Fund (DNLDX) and Boston Trust Midcap Fund (BTMFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DNLDX | BTMFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.57 | ||
| Sortino ratioReturn per unit of downside risk | +0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.15 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.57 | 1.24 | +1.34 |
| Martin ratioReturn relative to average drawdown | 9.63 | 3.43 | +6.20 |
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Drawdowns
DNLDX vs. BTMFX - Drawdown Comparison
The maximum DNLDX drawdown since its inception was -63.69%, which is greater than BTMFX's maximum drawdown of -49.26%. Use the drawdown chart below to compare losses from any high point for DNLDX and BTMFX.
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Drawdown Indicators
| DNLDX | BTMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.69% | -49.26% | -14.43% |
Max Drawdown (1Y)Largest decline over 1 year | -7.29% | -7.79% | +0.50% |
Max Drawdown (3Y)Largest decline over 3 years | -20.42% | -17.77% | -2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -23.42% | -20.79% | -2.63% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | -37.14% | -5.09% |
Current DrawdownCurrent decline from peak | -1.16% | -0.68% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -6.12% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 2.80% | -0.85% |
Volatility
DNLDX vs. BTMFX - Volatility Comparison
The current volatility for BNY Mellon Active MidCap Fund (DNLDX) is 2.77%, while Boston Trust Midcap Fund (BTMFX) has a volatility of 3.47%. This indicates that DNLDX experiences smaller price fluctuations and is considered to be less risky than BTMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DNLDX | BTMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.77% | 3.47% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.02% | 8.19% | +1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.49% | 11.72% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.49% | 15.74% | +2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.46% | 17.38% | +2.08% |
DNLDX vs. BTMFX - Expense Ratio Comparison
Both DNLDX and BTMFX have an expense ratio of 1.00%.
Dividends
DNLDX vs. BTMFX - Dividend Comparison
DNLDX's dividend yield for the trailing twelve months is around 13.13%, more than BTMFX's 10.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTMFX Boston Trust Midcap Fund | 10.06% | 10.86% | 4.23% | 4.41% | 4.71% | 4.91% | 1.98% | 6.95% | 5.96% | 6.61% | 7.03% | 6.60% |
DNLDX BNY Mellon Active MidCap Fund | 13.13% | 14.15% | 15.24% | 1.69% | 8.82% | 17.74% | 2.77% | 2.65% | 11.14% | 11.32% | 1.00% | 3.12% |
Frequently Asked Questions
DNLDX and BTMFX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTMFX has higher volatility (3.47%) compared to DNLDX (2.77%). In terms of maximum drawdown, DNLDX dropped -63.69% vs BTMFX's -49.26%.
DNLDX currently has the higher Sharpe Ratio (1.39 vs 0.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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