DNLDX vs. DRMBX
Compare and contrast key facts about BNY Mellon Active MidCap Fund (DNLDX) and BNY Mellon AMT-Free Municipal Bond Fund (DRMBX).
DNLDX is managed by BNY Mellon. It was launched on Jan 29, 1985. DRMBX is managed by BNY Mellon. It was launched on May 5, 1994.
Performance
DNLDX vs. DRMBX - Performance Comparison
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DNLDX vs. DRMBX - 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% |
DRMBX BNY Mellon AMT-Free Municipal Bond Fund | -0.64% | 4.47% | 2.37% | 5.93% | -9.77% | 1.26% | 4.86% | 8.34% | 0.74% | 5.62% |
Returns By Period
In the year-to-date period, DNLDX achieves a -1.64% return, which is significantly lower than DRMBX's -0.64% return. Over the past 10 years, DNLDX has outperformed DRMBX with an annualized return of 8.68%, while DRMBX has yielded a comparatively lower 2.01% 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%
DRMBX
- 1D
- 0.23%
- 1M
- -2.58%
- YTD
- -0.64%
- 6M
- 0.98%
- 1Y
- 3.70%
- 3Y*
- 3.16%
- 5Y*
- 0.69%
- 10Y*
- 2.01%
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DNLDX vs. DRMBX - Expense Ratio Comparison
DNLDX has a 1.00% expense ratio, which is higher than DRMBX's 0.49% expense ratio.
Return for Risk
DNLDX vs. DRMBX — Risk / Return Rank
DNLDX
DRMBX
DNLDX vs. DRMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Active MidCap Fund (DNLDX) and BNY Mellon AMT-Free Municipal Bond Fund (DRMBX). 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 | DRMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.86 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.19 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.25 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.95 | -0.16 |
Martin ratioReturn relative to average drawdown | 3.86 | 2.91 | +0.95 |
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 | DRMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.86 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.18 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.50 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 1.13 | -0.60 |
Correlation
The correlation between DNLDX and DRMBX is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
DNLDX vs. DRMBX - Dividend Comparison
DNLDX's dividend yield for the trailing twelve months is around 15.27%, more than DRMBX's 3.39% 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% |
DRMBX BNY Mellon AMT-Free Municipal Bond Fund | 3.39% | 4.30% | 3.02% | 2.30% | 2.06% | 1.93% | 2.37% | 3.30% | 2.95% | 3.07% | 3.24% | 3.47% |
Drawdowns
DNLDX vs. DRMBX - Drawdown Comparison
The maximum DNLDX drawdown since its inception was -63.69%, which is greater than DRMBX's maximum drawdown of -14.48%. Use the drawdown chart below to compare losses from any high point for DNLDX and DRMBX.
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Drawdown Indicators
| DNLDX | DRMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.69% | -14.48% | -49.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -5.11% | -8.26% |
Max Drawdown (5Y)Largest decline over 5 years | -23.42% | -14.48% | -8.94% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | -14.48% | -27.75% |
Current DrawdownCurrent decline from peak | -7.29% | -2.58% | -4.71% |
Average DrawdownAverage peak-to-trough decline | -9.67% | -1.99% | -7.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 1.67% | +1.07% |
Volatility
DNLDX vs. DRMBX - Volatility Comparison
BNY Mellon Active MidCap Fund (DNLDX) has a higher volatility of 4.43% compared to BNY Mellon AMT-Free Municipal Bond Fund (DRMBX) at 1.12%. This indicates that DNLDX's price experiences larger fluctuations and is considered to be riskier than DRMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DNLDX | DRMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 1.12% | +3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 1.75% | +8.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 5.20% | +13.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 3.95% | +14.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.49% | 4.02% | +15.47% |