DQIRX vs. VIVIX
Compare and contrast key facts about BNY Mellon Equity Income Fund (DQIRX) and Vanguard Value Index Fund Institutional Shares (VIVIX).
DQIRX is managed by Dreyfus. It was launched on Jul 5, 2006. VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DQIRX or VIVIX.
Correlation
The correlation between DQIRX and VIVIX is 0.93, 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.
Performance
DQIRX vs. VIVIX - Performance Comparison
Key characteristics
DQIRX:
1.60
VIVIX:
1.80
DQIRX:
2.07
VIVIX:
2.56
DQIRX:
1.31
VIVIX:
1.32
DQIRX:
2.46
VIVIX:
2.56
DQIRX:
6.90
VIVIX:
7.72
DQIRX:
2.94%
VIVIX:
2.45%
DQIRX:
12.69%
VIVIX:
10.54%
DQIRX:
-51.52%
VIVIX:
-59.30%
DQIRX:
-3.69%
VIVIX:
-1.25%
Returns By Period
In the year-to-date period, DQIRX achieves a 3.99% return, which is significantly lower than VIVIX's 5.41% return. Over the past 10 years, DQIRX has underperformed VIVIX with an annualized return of 8.66%, while VIVIX has yielded a comparatively higher 10.45% annualized return.
DQIRX
3.99%
0.38%
4.67%
20.35%
11.27%
8.66%
VIVIX
5.41%
0.90%
6.95%
18.42%
11.11%
10.45%
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DQIRX vs. VIVIX - Expense Ratio Comparison
DQIRX has a 0.78% expense ratio, which is higher than VIVIX's 0.04% expense ratio.
Risk-Adjusted Performance
DQIRX vs. VIVIX — Risk-Adjusted Performance Rank
DQIRX
VIVIX
DQIRX vs. VIVIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Equity Income Fund (DQIRX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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.
Dividends
DQIRX vs. VIVIX - Dividend Comparison
DQIRX's dividend yield for the trailing twelve months is around 1.65%, less than VIVIX's 2.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DQIRX BNY Mellon Equity Income Fund | 1.65% | 1.77% | 2.14% | 2.50% | 1.79% | 3.42% | 2.51% | 2.86% | 2.59% | 3.33% | 3.30% | 2.80% |
VIVIX Vanguard Value Index Fund Institutional Shares | 2.20% | 2.31% | 2.46% | 2.52% | 2.14% | 2.56% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% | 2.23% |
Drawdowns
DQIRX vs. VIVIX - Drawdown Comparison
The maximum DQIRX drawdown since its inception was -51.52%, smaller than the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for DQIRX and VIVIX. For additional features, visit the drawdowns tool.
Volatility
DQIRX vs. VIVIX - Volatility Comparison
BNY Mellon Equity Income Fund (DQIRX) has a higher volatility of 3.03% compared to Vanguard Value Index Fund Institutional Shares (VIVIX) at 2.44%. This indicates that DQIRX's price experiences larger fluctuations and is considered to be riskier than VIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.