DNLDX vs. PEOPX
Compare and contrast key facts about BNY Mellon Active MidCap Fund (DNLDX) and BNY Mellon S&P 500 Index Fund (PEOPX).
DNLDX is managed by BNY Mellon. It was launched on Jan 29, 1985. 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
DNLDX vs. PEOPX - Performance Comparison
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DNLDX vs. PEOPX - 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% |
PEOPX BNY Mellon S&P 500 Index Fund | -4.45% | 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, DNLDX achieves a -1.64% return, which is significantly higher than PEOPX's -4.45% return. Over the past 10 years, DNLDX has underperformed PEOPX with an annualized return of 8.68%, while PEOPX has yielded a comparatively higher 13.41% 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%
PEOPX
- 1D
- 2.92%
- 1M
- -5.07%
- YTD
- -4.45%
- 6M
- -2.34%
- 1Y
- 16.81%
- 3Y*
- 17.81%
- 5Y*
- 11.28%
- 10Y*
- 13.41%
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DNLDX vs. PEOPX - Expense Ratio Comparison
DNLDX has a 1.00% expense ratio, which is higher than PEOPX's 0.50% expense ratio.
Return for Risk
DNLDX vs. PEOPX — Risk / Return Rank
DNLDX
PEOPX
DNLDX vs. PEOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Active MidCap Fund (DNLDX) 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.
| DNLDX | PEOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.95 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.45 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 1.48 | -0.69 |
Martin ratioReturn relative to average drawdown | 3.86 | 7.05 | -3.19 |
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 | PEOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.95 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.67 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.75 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.47 | +0.07 |
Correlation
The correlation between DNLDX and PEOPX is 0.86, 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. PEOPX - Dividend Comparison
DNLDX's dividend yield for the trailing twelve months is around 15.27%, more than PEOPX's 10.83% 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% |
PEOPX BNY Mellon S&P 500 Index Fund | 10.83% | 10.35% | 10.38% | 7.35% | 11.78% | 12.89% | 11.94% | 14.37% | 14.75% | 9.21% | 10.90% | 7.81% |
Drawdowns
DNLDX vs. PEOPX - Drawdown Comparison
The maximum DNLDX drawdown since its inception was -63.69%, which is greater than PEOPX's maximum drawdown of -57.45%. Use the drawdown chart below to compare losses from any high point for DNLDX and PEOPX.
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Drawdown Indicators
| DNLDX | PEOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.69% | -57.45% | -6.24% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -12.13% | -1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -23.42% | -24.79% | +1.37% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | -33.85% | -8.38% |
Current DrawdownCurrent decline from peak | -7.29% | -6.32% | -0.97% |
Average DrawdownAverage peak-to-trough decline | -9.67% | -10.56% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 2.54% | +0.20% |
Volatility
DNLDX vs. PEOPX - Volatility Comparison
The current volatility for BNY Mellon Active MidCap Fund (DNLDX) is 4.43%, while BNY Mellon S&P 500 Index Fund (PEOPX) has a volatility of 5.34%. This indicates that DNLDX experiences smaller price fluctuations and is considered to be less risky than PEOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DNLDX | PEOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 5.34% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 9.53% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.89% | 18.32% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.48% | 16.92% | +1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.49% | 17.95% | +1.54% |