DRLIX vs. SDSCX
Compare and contrast key facts about BNY Mellon Global Real Estate Securities Fund (DRLIX) and BNY Mellon Small/Mid Cap Growth Fund (SDSCX).
DRLIX is managed by Dreyfus. It was launched on Dec 28, 2006. SDSCX is managed by Dreyfus. It was launched on Jan 4, 1988.
Performance
DRLIX vs. SDSCX - Performance Comparison
Loading graphics...
DRLIX vs. SDSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRLIX BNY Mellon Global Real Estate Securities Fund | 0.47% | 9.12% | 3.21% | 11.35% | -23.24% | 26.95% | -2.30% | 23.05% | -4.57% | 11.24% |
SDSCX BNY Mellon Small/Mid Cap Growth Fund | -8.34% | 11.91% | 9.95% | 15.55% | -33.20% | -4.42% | 68.54% | 39.14% | -1.46% | 26.74% |
Returns By Period
In the year-to-date period, DRLIX achieves a 0.47% return, which is significantly higher than SDSCX's -8.34% return. Over the past 10 years, DRLIX has underperformed SDSCX with an annualized return of 4.55%, while SDSCX has yielded a comparatively higher 10.40% annualized return.
DRLIX
- 1D
- 0.47%
- 1M
- -9.70%
- YTD
- 0.47%
- 6M
- -0.05%
- 1Y
- 8.28%
- 3Y*
- 7.57%
- 5Y*
- 3.06%
- 10Y*
- 4.55%
SDSCX
- 1D
- -1.36%
- 1M
- -13.86%
- YTD
- -8.34%
- 6M
- -7.45%
- 1Y
- 12.80%
- 3Y*
- 7.18%
- 5Y*
- -2.91%
- 10Y*
- 10.40%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DRLIX vs. SDSCX - Expense Ratio Comparison
DRLIX has a 1.05% expense ratio, which is higher than SDSCX's 0.70% expense ratio.
Return for Risk
DRLIX vs. SDSCX — Risk / Return Rank
DRLIX
SDSCX
DRLIX vs. SDSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Global Real Estate Securities Fund (DRLIX) and BNY Mellon Small/Mid Cap Growth Fund (SDSCX). 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.
| DRLIX | SDSCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.50 | +0.13 |
Sortino ratioReturn per unit of downside risk | 0.92 | 0.89 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.11 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.50 | +0.29 |
Martin ratioReturn relative to average drawdown | 3.04 | 1.96 | +1.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DRLIX | SDSCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.50 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | -0.12 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.43 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.00 | +0.15 |
Correlation
The correlation between DRLIX and SDSCX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DRLIX vs. SDSCX - Dividend Comparison
DRLIX's dividend yield for the trailing twelve months is around 3.09%, less than SDSCX's 57.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRLIX BNY Mellon Global Real Estate Securities Fund | 3.09% | 3.11% | 2.08% | 1.70% | 7.68% | 8.25% | 1.47% | 11.17% | 4.63% | 4.72% | 5.73% | 5.40% |
SDSCX BNY Mellon Small/Mid Cap Growth Fund | 57.04% | 52.29% | 0.43% | 0.00% | 0.00% | 9.19% | 7.93% | 0.00% | 8.72% | 9.16% | 2.21% | 6.57% |
Drawdowns
DRLIX vs. SDSCX - Drawdown Comparison
The maximum DRLIX drawdown since its inception was -68.86%, smaller than the maximum SDSCX drawdown of -99.19%. Use the drawdown chart below to compare losses from any high point for DRLIX and SDSCX.
Loading graphics...
Drawdown Indicators
| DRLIX | SDSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.86% | -99.19% | +30.33% |
Max Drawdown (1Y)Largest decline over 1 year | -10.46% | -19.60% | +9.14% |
Max Drawdown (5Y)Largest decline over 5 years | -31.86% | -45.77% | +13.91% |
Max Drawdown (10Y)Largest decline over 10 years | -41.82% | -48.25% | +6.43% |
Current DrawdownCurrent decline from peak | -9.70% | -89.05% | +79.35% |
Average DrawdownAverage peak-to-trough decline | -14.46% | -75.09% | +60.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 4.97% | -2.25% |
Volatility
DRLIX vs. SDSCX - Volatility Comparison
The current volatility for BNY Mellon Global Real Estate Securities Fund (DRLIX) is 4.27%, while BNY Mellon Small/Mid Cap Growth Fund (SDSCX) has a volatility of 7.72%. This indicates that DRLIX experiences smaller price fluctuations and is considered to be less risky than SDSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DRLIX | SDSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 7.72% | -3.45% |
Volatility (6M)Calculated over the trailing 6-month period | 8.00% | 15.58% | -7.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 24.39% | -10.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.31% | 24.49% | -8.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.60% | 24.12% | -6.52% |