DREVX vs. ACAZX
Compare and contrast key facts about BNY Mellon Large Cap Securities Fund (DREVX) and Alger Capital Appreciation Fund Class Z (ACAZX).
DREVX is managed by BNY Mellon. It was launched on May 24, 1951. ACAZX is managed by Alger. It was launched on Dec 29, 2010.
Performance
DREVX vs. ACAZX - Performance Comparison
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DREVX vs. ACAZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DREVX BNY Mellon Large Cap Securities Fund | -7.59% | 16.70% | 27.17% | 31.07% | -17.94% | 27.17% | 26.52% | 27.09% | -1.29% | 20.12% |
ACAZX Alger Capital Appreciation Fund Class Z | -10.36% | 31.33% | 69.38% | 43.53% | -36.63% | 18.48% | 42.23% | 33.63% | -0.61% | 31.78% |
Returns By Period
In the year-to-date period, DREVX achieves a -7.59% return, which is significantly higher than ACAZX's -10.36% return. Over the past 10 years, DREVX has underperformed ACAZX with an annualized return of 14.44%, while ACAZX has yielded a comparatively higher 18.61% annualized return.
DREVX
- 1D
- 2.27%
- 1M
- -6.92%
- YTD
- -7.59%
- 6M
- -5.01%
- 1Y
- 15.67%
- 3Y*
- 18.39%
- 5Y*
- 12.49%
- 10Y*
- 14.44%
ACAZX
- 1D
- 4.90%
- 1M
- -4.85%
- YTD
- -10.36%
- 6M
- -11.71%
- 1Y
- 31.90%
- 3Y*
- 36.05%
- 5Y*
- 15.79%
- 10Y*
- 18.61%
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DREVX vs. ACAZX - Expense Ratio Comparison
DREVX has a 0.70% expense ratio, which is lower than ACAZX's 0.85% expense ratio.
Return for Risk
DREVX vs. ACAZX — Risk / Return Rank
DREVX
ACAZX
DREVX vs. ACAZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Large Cap Securities Fund (DREVX) and Alger Capital Appreciation Fund Class Z (ACAZX). 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.
| DREVX | ACAZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.22 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.82 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.74 | -0.37 |
Martin ratioReturn relative to average drawdown | 5.43 | 5.69 | -0.27 |
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
| DREVX | ACAZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.22 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.55 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.74 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.70 | -0.34 |
Correlation
The correlation between DREVX and ACAZX 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.
Dividends
DREVX vs. ACAZX - Dividend Comparison
DREVX's dividend yield for the trailing twelve months is around 10.42%, more than ACAZX's 9.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DREVX BNY Mellon Large Cap Securities Fund | 10.42% | 12.89% | 8.77% | 5.12% | 4.82% | 11.43% | 6.28% | 6.74% | 9.01% | 9.11% | 8.71% | 11.24% |
ACAZX Alger Capital Appreciation Fund Class Z | 9.85% | 8.83% | 23.61% | 6.65% | 4.13% | 22.24% | 14.91% | 7.87% | 11.23% | 6.60% | 0.82% | 8.15% |
Drawdowns
DREVX vs. ACAZX - Drawdown Comparison
The maximum DREVX drawdown since its inception was -54.68%, which is greater than ACAZX's maximum drawdown of -47.92%. Use the drawdown chart below to compare losses from any high point for DREVX and ACAZX.
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Drawdown Indicators
| DREVX | ACAZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.68% | -47.92% | -6.76% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -18.97% | +6.85% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -47.92% | +23.23% |
Max Drawdown (10Y)Largest decline over 10 years | -32.25% | -47.92% | +15.67% |
Current DrawdownCurrent decline from peak | -9.40% | -15.00% | +5.60% |
Average DrawdownAverage peak-to-trough decline | -13.06% | -8.40% | -4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 5.81% | -2.74% |
Volatility
DREVX vs. ACAZX - Volatility Comparison
The current volatility for BNY Mellon Large Cap Securities Fund (DREVX) is 5.55%, while Alger Capital Appreciation Fund Class Z (ACAZX) has a volatility of 9.11%. This indicates that DREVX experiences smaller price fluctuations and is considered to be less risky than ACAZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DREVX | ACAZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 9.11% | -3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 16.96% | -6.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 27.82% | -7.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.67% | 28.95% | -10.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.90% | 25.35% | -6.45% |