DRTHX vs. DBMYX
Compare and contrast key facts about BNY Mellon Sustainable U.S. Equity Fund (DRTHX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX).
DRTHX is managed by BNY Mellon. It was launched on Mar 29, 1972. 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
DRTHX vs. DBMYX - Performance Comparison
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DRTHX vs. DBMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRTHX BNY Mellon Sustainable U.S. Equity Fund | -8.60% | 15.96% | 39.07% | 24.01% | -23.10% | 26.71% | 24.21% | 34.01% | -4.54% | 15.01% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | -8.30% | 11.94% | 10.09% | 15.63% | -33.11% | -4.44% | 68.62% | 39.27% | -1.35% | 26.80% |
Returns By Period
The year-to-date returns for both investments are quite close, with DRTHX having a -8.60% return and DBMYX slightly higher at -8.30%. Over the past 10 years, DRTHX has outperformed DBMYX with an annualized return of 13.39%, while DBMYX has yielded a comparatively lower 10.49% annualized return.
DRTHX
- 1D
- -0.38%
- 1M
- -8.73%
- YTD
- -8.60%
- 6M
- -6.03%
- 1Y
- 13.97%
- 3Y*
- 19.91%
- 5Y*
- 11.22%
- 10Y*
- 13.39%
DBMYX
- 1D
- -1.33%
- 1M
- -13.87%
- YTD
- -8.30%
- 6M
- -7.43%
- 1Y
- 12.85%
- 3Y*
- 7.27%
- 5Y*
- -2.84%
- 10Y*
- 10.49%
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DRTHX vs. DBMYX - Expense Ratio Comparison
DRTHX has a 0.74% expense ratio, which is higher than DBMYX's 0.63% expense ratio.
Return for Risk
DRTHX vs. DBMYX — Risk / Return Rank
DRTHX
DBMYX
DRTHX vs. DBMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Sustainable U.S. Equity Fund (DRTHX) 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.
| DRTHX | DBMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.50 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.21 | 0.89 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.11 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 0.50 | +0.49 |
Martin ratioReturn relative to average drawdown | 4.22 | 1.97 | +2.25 |
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
| DRTHX | DBMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.50 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | -0.12 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.44 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.38 | +0.02 |
Correlation
The correlation between DRTHX and DBMYX is 0.79, 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
DRTHX vs. DBMYX - Dividend Comparison
DRTHX's dividend yield for the trailing twelve months is around 11.64%, less than DBMYX's 55.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRTHX BNY Mellon Sustainable U.S. Equity Fund | 11.64% | 10.63% | 17.93% | 3.41% | 12.94% | 4.19% | 3.13% | 2.31% | 4.74% | 26.74% | 5.37% | 15.21% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 55.82% | 51.19% | 0.43% | 0.00% | 0.00% | 8.97% | 7.86% | 0.00% | 8.66% | 9.12% | 2.20% | 6.55% |
Drawdowns
DRTHX vs. DBMYX - Drawdown Comparison
The maximum DRTHX drawdown since its inception was -63.27%, which is greater than DBMYX's maximum drawdown of -48.24%. Use the drawdown chart below to compare losses from any high point for DRTHX and DBMYX.
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Drawdown Indicators
| DRTHX | DBMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.27% | -48.24% | -15.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -19.58% | +7.62% |
Max Drawdown (5Y)Largest decline over 5 years | -27.58% | -45.79% | +18.21% |
Max Drawdown (10Y)Largest decline over 10 years | -31.34% | -48.24% | +16.90% |
Current DrawdownCurrent decline from peak | -10.66% | -26.11% | +15.45% |
Average DrawdownAverage peak-to-trough decline | -17.45% | -15.17% | -2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 4.97% | -2.15% |
Volatility
DRTHX vs. DBMYX - Volatility Comparison
The current volatility for BNY Mellon Sustainable U.S. Equity Fund (DRTHX) is 4.59%, while BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a volatility of 7.77%. This indicates that DRTHX 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
| DRTHX | DBMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 7.77% | -3.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 15.64% | -5.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.95% | 24.42% | -5.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.54% | 24.50% | -5.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 24.13% | -5.73% |