DNLDX vs. DBMYX
Compare and contrast key facts about BNY Mellon Active MidCap Fund (DNLDX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX).
DNLDX is managed by BNY Mellon. It was launched on Jan 29, 1985. DBMYX is a passively managed fund by BNY Mellon that tracks the performance of the Russell 2500 Growth Index. It was launched on Jun 1, 2013.
Performance
DNLDX vs. DBMYX - Performance Comparison
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DNLDX vs. DBMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | -8.30% | 11.94% | 10.09% | 15.63% | -33.11% | -4.44% | 68.62% | 39.27% | -1.35% | 26.80% |
Returns By Period
In the year-to-date period, DNLDX achieves a -1.64% return, which is significantly higher than DBMYX's -8.30% return. Over the past 10 years, DNLDX has underperformed DBMYX with an annualized return of 8.68%, while DBMYX has yielded a comparatively higher 10.49% annualized return.
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%
DBMYX
- 1D
- -1.33%
- 1M
- -13.87%
- YTD
- -8.30%
- 6M
- -7.43%
- 1Y
- 12.85%
- 3Y*
- 7.27%
- 5Y*
- -2.84%
- 10Y*
- 10.49%
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DNLDX vs. DBMYX - Expense Ratio Comparison
DNLDX has a 1.00% expense ratio, which is higher than DBMYX's 0.63% expense ratio.
Return for Risk
DNLDX vs. DBMYX — Risk / Return Rank
DNLDX
DBMYX
DNLDX vs. DBMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Active MidCap Fund (DNLDX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX). 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.
| DNLDX | DBMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.50 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.22 | 0.89 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.11 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.50 | +0.29 |
Martin ratioReturn relative to average drawdown | 3.86 | 1.97 | +1.89 |
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
| DNLDX | DBMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.50 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | -0.12 | +0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.44 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.38 | +0.15 |
Correlation
The correlation between DNLDX and DBMYX is 0.84, 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
DNLDX vs. DBMYX - Dividend Comparison
DNLDX's dividend yield for the trailing twelve months is around 15.27%, less than DBMYX's 55.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 55.82% | 51.19% | 0.43% | 0.00% | 0.00% | 8.97% | 7.86% | 0.00% | 8.66% | 9.12% | 2.20% | 6.55% |
Drawdowns
DNLDX vs. DBMYX - Drawdown Comparison
The maximum DNLDX drawdown since its inception was -63.69%, which is greater than DBMYX's maximum drawdown of -48.24%. Use the drawdown chart below to compare losses from any high point for DNLDX and DBMYX.
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Drawdown Indicators
| DNLDX | DBMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.69% | -48.24% | -15.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -19.58% | +6.21% |
Max Drawdown (5Y)Largest decline over 5 years | -23.42% | -45.79% | +22.37% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | -48.24% | +6.01% |
Current DrawdownCurrent decline from peak | -7.29% | -26.11% | +18.82% |
Average DrawdownAverage peak-to-trough decline | -9.67% | -15.17% | +5.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 4.97% | -2.23% |
Volatility
DNLDX vs. DBMYX - Volatility Comparison
The current volatility for BNY Mellon Active MidCap Fund (DNLDX) is 4.43%, while BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a volatility of 7.77%. This indicates that DNLDX experiences smaller price fluctuations and is considered to be less risky than DBMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DNLDX | DBMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 7.77% | -3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 15.64% | -5.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 24.42% | -5.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 24.50% | -6.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.49% | 24.13% | -4.64% |