Correlation
The correlation between DREVX and VWENX is 0.95, 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.
DREVX vs. VWENX
Compare and contrast key facts about BNY Mellon Large Cap Securities Fund (DREVX) and Vanguard Wellington Fund Admiral Shares (VWENX).
DREVX is managed by BNY Mellon. It was launched on May 24, 1951. VWENX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DREVX or VWENX.
Performance
DREVX vs. VWENX - Performance Comparison
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Key characteristics
DREVX:
0.51
VWENX:
0.94
DREVX:
0.75
VWENX:
1.27
DREVX:
1.11
VWENX:
1.18
DREVX:
0.42
VWENX:
0.91
DREVX:
1.39
VWENX:
3.64
DREVX:
6.79%
VWENX:
2.99%
DREVX:
22.15%
VWENX:
12.82%
DREVX:
-54.68%
VWENX:
-36.02%
DREVX:
-5.45%
VWENX:
-0.85%
Returns By Period
In the year-to-date period, DREVX achieves a 0.81% return, which is significantly lower than VWENX's 2.66% return. Over the past 10 years, DREVX has outperformed VWENX with an annualized return of 13.37%, while VWENX has yielded a comparatively lower 8.49% annualized return.
DREVX
0.81%
7.68%
-2.39%
10.71%
16.89%
17.00%
13.37%
VWENX
2.66%
3.92%
0.70%
11.21%
9.16%
9.73%
8.49%
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DREVX vs. VWENX - Expense Ratio Comparison
DREVX has a 0.70% expense ratio, which is higher than VWENX's 0.16% expense ratio.
Risk-Adjusted Performance
DREVX vs. VWENX — Risk-Adjusted Performance Rank
DREVX
VWENX
DREVX vs. VWENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Large Cap Securities Fund (DREVX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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.
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Dividends
DREVX vs. VWENX - Dividend Comparison
DREVX's dividend yield for the trailing twelve months is around 11.63%, more than VWENX's 10.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DREVX BNY Mellon Large Cap Securities Fund | 11.63% | 8.89% | 5.12% | 4.81% | 11.43% | 6.28% | 6.73% | 9.01% | 9.11% | 8.72% | 11.23% | 11.89% |
VWENX Vanguard Wellington Fund Admiral Shares | 10.67% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 6.55% | 4.53% | 6.58% | 6.47% |
Drawdowns
DREVX vs. VWENX - Drawdown Comparison
The maximum DREVX drawdown since its inception was -54.68%, which is greater than VWENX's maximum drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for DREVX and VWENX.
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Volatility
DREVX vs. VWENX - Volatility Comparison
BNY Mellon Large Cap Securities Fund (DREVX) has a higher volatility of 5.11% compared to Vanguard Wellington Fund Admiral Shares (VWENX) at 2.93%. This indicates that DREVX's price experiences larger fluctuations and is considered to be riskier than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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