DQIRX vs. AFMFX
Compare and contrast key facts about BNY Mellon Equity Income Fund (DQIRX) and American Funds American Mutual Fund Class F-3 (AFMFX).
DQIRX is managed by Dreyfus. It was launched on Jul 5, 2006. AFMFX is managed by American Funds. It was launched on Feb 21, 1950.
Performance
DQIRX vs. AFMFX - Performance Comparison
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DQIRX vs. AFMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DQIRX BNY Mellon Equity Income Fund | -1.97% | 19.01% | 26.93% | 19.21% | -9.35% | 29.13% | 4.81% | 24.98% | -3.60% | 11.04% |
AFMFX American Funds American Mutual Fund Class F-3 | -3.07% | 16.43% | 15.30% | 9.77% | -4.19% | 23.64% | 5.04% | 21.90% | -1.98% | 11.75% |
Returns By Period
In the year-to-date period, DQIRX achieves a -1.97% return, which is significantly higher than AFMFX's -3.07% return.
DQIRX
- 1D
- -0.34%
- 1M
- -5.48%
- YTD
- -1.97%
- 6M
- 0.92%
- 1Y
- 20.72%
- 3Y*
- 19.18%
- 5Y*
- 13.80%
- 10Y*
- 12.89%
AFMFX
- 1D
- -0.10%
- 1M
- -7.90%
- YTD
- -3.07%
- 6M
- -1.41%
- 1Y
- 10.11%
- 3Y*
- 12.32%
- 5Y*
- 9.41%
- 10Y*
- —
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DQIRX vs. AFMFX - Expense Ratio Comparison
DQIRX has a 0.78% expense ratio, which is higher than AFMFX's 0.27% expense ratio.
Return for Risk
DQIRX vs. AFMFX — Risk / Return Rank
DQIRX
AFMFX
DQIRX vs. AFMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Equity Income Fund (DQIRX) and American Funds American Mutual Fund Class F-3 (AFMFX). 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.
| DQIRX | AFMFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.80 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.20 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.18 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 0.96 | +0.62 |
Martin ratioReturn relative to average drawdown | 8.06 | 4.19 | +3.87 |
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
| DQIRX | AFMFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.80 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.87 | 0.76 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.69 | -0.16 |
Correlation
The correlation between DQIRX and AFMFX is 0.90, 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
DQIRX vs. AFMFX - Dividend Comparison
DQIRX's dividend yield for the trailing twelve months is around 3.29%, less than AFMFX's 8.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DQIRX BNY Mellon Equity Income Fund | 3.29% | 3.12% | 7.05% | 4.56% | 6.54% | 2.61% | 3.42% | 2.50% | 5.29% | 8.45% | 4.04% | 8.22% |
AFMFX American Funds American Mutual Fund Class F-3 | 8.15% | 7.86% | 6.60% | 4.06% | 5.20% | 3.58% | 2.22% | 4.89% | 6.75% | 6.25% | 0.00% | 0.00% |
Drawdowns
DQIRX vs. AFMFX - Drawdown Comparison
The maximum DQIRX drawdown since its inception was -50.77%, which is greater than AFMFX's maximum drawdown of -29.79%. Use the drawdown chart below to compare losses from any high point for DQIRX and AFMFX.
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Drawdown Indicators
| DQIRX | AFMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.77% | -29.79% | -20.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -10.21% | -2.11% |
Max Drawdown (5Y)Largest decline over 5 years | -20.34% | -15.16% | -5.18% |
Max Drawdown (10Y)Largest decline over 10 years | -36.82% | — | — |
Current DrawdownCurrent decline from peak | -6.79% | -7.90% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -2.94% | -4.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.34% | +0.08% |
Volatility
DQIRX vs. AFMFX - Volatility Comparison
BNY Mellon Equity Income Fund (DQIRX) has a higher volatility of 3.56% compared to American Funds American Mutual Fund Class F-3 (AFMFX) at 3.36%. This indicates that DQIRX's price experiences larger fluctuations and is considered to be riskier than AFMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DQIRX | AFMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 3.36% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 7.33% | +1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.22% | 13.81% | +3.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.86% | 12.47% | +3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.37% | 14.56% | +2.81% |