DREVX vs. VIGAX
Compare and contrast key facts about BNY Mellon Large Cap Securities Fund (DREVX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
DREVX is managed by BNY Mellon. It was launched on May 24, 1951. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
DREVX vs. VIGAX - Performance Comparison
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DREVX vs. VIGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DREVX BNY Mellon Large Cap Securities Fund | -9.64% | 16.70% | 27.17% | 31.07% | -17.94% | 27.17% | 26.52% | 27.09% | -1.29% | 20.12% |
VIGAX Vanguard Growth Index Fund Admiral Shares | -13.83% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
Returns By Period
In the year-to-date period, DREVX achieves a -9.64% return, which is significantly higher than VIGAX's -13.83% return. Over the past 10 years, DREVX has underperformed VIGAX with an annualized return of 14.18%, while VIGAX has yielded a comparatively higher 15.56% annualized return.
DREVX
- 1D
- -0.45%
- 1M
- -8.70%
- YTD
- -9.64%
- 6M
- -7.02%
- 1Y
- 13.71%
- 3Y*
- 17.51%
- 5Y*
- 12.32%
- 10Y*
- 14.18%
VIGAX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.72%
- 3Y*
- 19.56%
- 5Y*
- 10.93%
- 10Y*
- 15.56%
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DREVX vs. VIGAX - Expense Ratio Comparison
DREVX has a 0.70% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Return for Risk
DREVX vs. VIGAX — Risk / Return Rank
DREVX
VIGAX
DREVX vs. VIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Large Cap Securities Fund (DREVX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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 | VIGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.61 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.04 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 0.66 | +0.29 |
Martin ratioReturn relative to average drawdown | 3.79 | 2.37 | +1.42 |
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 | VIGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.61 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.49 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.73 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.43 | -0.08 |
Correlation
The correlation between DREVX and VIGAX is 0.96, 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. VIGAX - Dividend Comparison
DREVX's dividend yield for the trailing twelve months is around 10.66%, more than VIGAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DREVX BNY Mellon Large Cap Securities Fund | 10.66% | 12.89% | 8.77% | 5.12% | 4.82% | 11.43% | 6.28% | 6.74% | 9.01% | 9.11% | 8.71% | 11.24% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.46% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
Drawdowns
DREVX vs. VIGAX - Drawdown Comparison
The maximum DREVX drawdown since its inception was -54.68%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for DREVX and VIGAX.
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Drawdown Indicators
| DREVX | VIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.68% | -50.66% | -4.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -16.51% | +4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -35.63% | +10.94% |
Max Drawdown (10Y)Largest decline over 10 years | -32.25% | -35.63% | +3.38% |
Current DrawdownCurrent decline from peak | -11.41% | -16.51% | +5.10% |
Average DrawdownAverage peak-to-trough decline | -13.06% | -12.02% | -1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 4.57% | -1.56% |
Volatility
DREVX vs. VIGAX - Volatility Comparison
The current volatility for BNY Mellon Large Cap Securities Fund (DREVX) is 4.90%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.52%. This indicates that DREVX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DREVX | VIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 5.52% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 12.10% | -1.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.81% | 22.69% | -2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.65% | 22.30% | -3.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.89% | 21.49% | -2.60% |