DSPIX vs. DREVX
Compare and contrast key facts about BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) and BNY Mellon Large Cap Securities Fund (DREVX).
DSPIX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Sep 30, 1993. DREVX is managed by BNY Mellon. It was launched on May 24, 1951.
Performance
DSPIX vs. DREVX - Performance Comparison
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DSPIX vs. DREVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | -4.37% | 17.81% | 24.40% | 26.36% | -18.51% | 28.64% | 14.18% | 31.31% | -4.36% | 21.59% |
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% |
Returns By Period
In the year-to-date period, DSPIX achieves a -4.37% return, which is significantly higher than DREVX's -7.59% return. Over the past 10 years, DSPIX has underperformed DREVX with an annualized return of 13.50%, while DREVX has yielded a comparatively higher 14.44% annualized return.
DSPIX
- 1D
- 2.93%
- 1M
- -5.03%
- YTD
- -4.37%
- 6M
- -2.09%
- 1Y
- 17.31%
- 3Y*
- 18.13%
- 5Y*
- 11.57%
- 10Y*
- 13.50%
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%
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DSPIX vs. DREVX - Expense Ratio Comparison
DSPIX has a 0.20% expense ratio, which is lower than DREVX's 0.70% expense ratio.
Return for Risk
DSPIX vs. DREVX — Risk / Return Rank
DSPIX
DREVX
DSPIX vs. DREVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) and BNY Mellon Large Cap Securities Fund (DREVX). 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.
| DSPIX | DREVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.82 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.30 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.38 | +0.14 |
Martin ratioReturn relative to average drawdown | 7.28 | 5.43 | +1.85 |
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
| DSPIX | DREVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.82 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.67 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.77 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.36 | +0.19 |
Correlation
The correlation between DSPIX and DREVX is 0.97, 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
DSPIX vs. DREVX - Dividend Comparison
DSPIX's dividend yield for the trailing twelve months is around 35.41%, more than DREVX's 10.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | 35.41% | 33.86% | 27.60% | 27.46% | 18.33% | 12.91% | 1.15% | 5.01% | 6.33% | 2.53% | 2.91% | 2.63% |
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% |
Drawdowns
DSPIX vs. DREVX - Drawdown Comparison
The maximum DSPIX drawdown since its inception was -55.32%, roughly equal to the maximum DREVX drawdown of -54.68%. Use the drawdown chart below to compare losses from any high point for DSPIX and DREVX.
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Drawdown Indicators
| DSPIX | DREVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -54.68% | -0.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -12.12% | -0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -24.62% | -24.69% | +0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -32.25% | -1.54% |
Current DrawdownCurrent decline from peak | -6.25% | -9.40% | +3.15% |
Average DrawdownAverage peak-to-trough decline | -9.32% | -13.06% | +3.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.07% | -0.54% |
Volatility
DSPIX vs. DREVX - Volatility Comparison
BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) and BNY Mellon Large Cap Securities Fund (DREVX) have volatilities of 5.35% and 5.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSPIX | DREVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 5.55% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 10.46% | -0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.37% | 19.89% | -1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 18.67% | -1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 18.90% | -0.89% |