DQIRX vs. DODFX
Compare and contrast key facts about BNY Mellon Equity Income Fund (DQIRX) and Dodge & Cox International Stock Fund (DODFX).
DQIRX is managed by Dreyfus. It was launched on Jul 5, 2006. DODFX is managed by Dodge & Cox.
Performance
DQIRX vs. DODFX - Performance Comparison
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DQIRX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DQIRX BNY Mellon Equity Income Fund | 0.36% | 19.01% | 26.93% | 19.21% | -9.35% | 29.13% | 4.81% | 24.98% | -3.60% | 17.40% |
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
Returns By Period
In the year-to-date period, DQIRX achieves a 0.36% return, which is significantly lower than DODFX's 0.73% return. Over the past 10 years, DQIRX has outperformed DODFX with an annualized return of 13.15%, while DODFX has yielded a comparatively lower 10.09% annualized return.
DQIRX
- 1D
- 2.38%
- 1M
- -3.44%
- YTD
- 0.36%
- 6M
- 3.12%
- 1Y
- 23.47%
- 3Y*
- 20.11%
- 5Y*
- 14.03%
- 10Y*
- 13.15%
DODFX
- 1D
- 2.54%
- 1M
- -7.11%
- YTD
- 0.73%
- 6M
- 5.33%
- 1Y
- 27.03%
- 3Y*
- 16.82%
- 5Y*
- 10.14%
- 10Y*
- 10.09%
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DQIRX vs. DODFX - Expense Ratio Comparison
DQIRX has a 0.78% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
DQIRX vs. DODFX — Risk / Return Rank
DQIRX
DODFX
DQIRX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Equity Income Fund (DQIRX) and Dodge & Cox International Stock Fund (DODFX). 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 | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.82 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.94 | 2.34 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.36 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 2.31 | -0.33 |
Martin ratioReturn relative to average drawdown | 10.02 | 8.74 | +1.28 |
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 | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.82 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.64 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.55 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.39 | +0.15 |
Correlation
The correlation between DQIRX and DODFX is 0.78, 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. DODFX - Dividend Comparison
DQIRX's dividend yield for the trailing twelve months is around 3.02%, less than DODFX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DQIRX BNY Mellon Equity Income Fund | 3.02% | 3.12% | 7.05% | 4.56% | 6.54% | 2.61% | 3.42% | 2.50% | 5.29% | 8.45% | 4.04% | 8.22% |
DODFX Dodge & Cox International Stock Fund | 5.02% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
DQIRX vs. DODFX - Drawdown Comparison
The maximum DQIRX drawdown since its inception was -50.77%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for DQIRX and DODFX.
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Drawdown Indicators
| DQIRX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.77% | -63.23% | +12.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -11.42% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -20.34% | -24.52% | +4.18% |
Max Drawdown (10Y)Largest decline over 10 years | -36.82% | -44.61% | +7.79% |
Current DrawdownCurrent decline from peak | -4.57% | -8.60% | +4.03% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -11.72% | +4.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 3.02% | -0.59% |
Volatility
DQIRX vs. DODFX - Volatility Comparison
The current volatility for BNY Mellon Equity Income Fund (DQIRX) is 4.41%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 7.14%. This indicates that DQIRX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DQIRX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 7.14% | -2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 8.84% | 10.03% | -1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.33% | 15.17% | +2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.90% | 15.81% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 18.25% | -0.86% |