DREVX vs. DBMYX
Compare and contrast key facts about BNY Mellon Large Cap Securities Fund (DREVX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX).
DREVX is managed by BNY Mellon. It was launched on May 24, 1951. DBMYX is a passively managed fund by BNY Mellon that tracks the performance of the Russell 2500 Growth Index. It was launched on Jun 1, 2013.
Performance
DREVX vs. DBMYX - Performance Comparison
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DREVX vs. DBMYX - 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% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | -4.63% | 11.94% | 10.09% | 15.63% | -33.11% | -4.44% | 68.62% | 39.27% | -1.35% | 26.80% |
Returns By Period
In the year-to-date period, DREVX achieves a -7.59% return, which is significantly lower than DBMYX's -4.63% return. Over the past 10 years, DREVX has outperformed DBMYX with an annualized return of 14.44%, while DBMYX has yielded a comparatively lower 10.93% 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%
DBMYX
- 1D
- 4.00%
- 1M
- -10.19%
- YTD
- -4.63%
- 6M
- -4.41%
- 1Y
- 16.53%
- 3Y*
- 8.68%
- 5Y*
- -2.45%
- 10Y*
- 10.93%
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DREVX vs. DBMYX - Expense Ratio Comparison
DREVX has a 0.70% expense ratio, which is higher than DBMYX's 0.63% expense ratio.
Return for Risk
DREVX vs. DBMYX — Risk / Return Rank
DREVX
DBMYX
DREVX vs. DBMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Large Cap Securities Fund (DREVX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX). 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 | DBMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.71 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.18 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 0.85 | +0.52 |
Martin ratioReturn relative to average drawdown | 5.43 | 3.29 | +2.14 |
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 | DBMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.71 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | -0.10 | +0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.45 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.40 | -0.04 |
Correlation
The correlation between DREVX and DBMYX is 0.81, 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. DBMYX - Dividend Comparison
DREVX's dividend yield for the trailing twelve months is around 10.42%, less than DBMYX's 53.67% 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% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 53.67% | 51.19% | 0.43% | 0.00% | 0.00% | 8.97% | 7.86% | 0.00% | 8.66% | 9.12% | 2.20% | 6.55% |
Drawdowns
DREVX vs. DBMYX - Drawdown Comparison
The maximum DREVX drawdown since its inception was -54.68%, which is greater than DBMYX's maximum drawdown of -48.24%. Use the drawdown chart below to compare losses from any high point for DREVX and DBMYX.
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Drawdown Indicators
| DREVX | DBMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.68% | -48.24% | -6.44% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -19.58% | +7.46% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -45.79% | +21.10% |
Max Drawdown (10Y)Largest decline over 10 years | -32.25% | -48.24% | +15.99% |
Current DrawdownCurrent decline from peak | -9.40% | -23.16% | +13.76% |
Average DrawdownAverage peak-to-trough decline | -13.06% | -15.18% | +2.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 5.07% | -2.00% |
Volatility
DREVX vs. DBMYX - Volatility Comparison
The current volatility for BNY Mellon Large Cap Securities Fund (DREVX) is 5.55%, while BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a volatility of 9.05%. This indicates that DREVX experiences smaller price fluctuations and is considered to be less risky than DBMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DREVX | DBMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 9.05% | -3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 16.13% | -5.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 24.69% | -4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.67% | 24.54% | -5.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.90% | 24.16% | -5.26% |