DSPIX vs. DTGRX
Compare and contrast key facts about BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) and BNY Mellon Technology Growth Fund (DTGRX).
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. DTGRX is managed by BNY Mellon. It was launched on Oct 12, 1997.
Performance
DSPIX vs. DTGRX - Performance Comparison
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DSPIX vs. DTGRX - 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% |
DTGRX BNY Mellon Technology Growth Fund | -7.70% | 27.20% | 30.78% | 59.98% | -46.44% | 12.62% | 69.80% | 52.82% | -1.47% | 42.50% |
Returns By Period
In the year-to-date period, DSPIX achieves a -4.37% return, which is significantly higher than DTGRX's -7.70% return. Over the past 10 years, DSPIX has underperformed DTGRX with an annualized return of 13.50%, while DTGRX has yielded a comparatively higher 18.88% 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%
DTGRX
- 1D
- 4.35%
- 1M
- -6.78%
- YTD
- -7.70%
- 6M
- -6.42%
- 1Y
- 28.49%
- 3Y*
- 26.75%
- 5Y*
- 7.49%
- 10Y*
- 18.88%
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DSPIX vs. DTGRX - Expense Ratio Comparison
DSPIX has a 0.20% expense ratio, which is lower than DTGRX's 1.16% expense ratio.
Return for Risk
DSPIX vs. DTGRX — Risk / Return Rank
DSPIX
DTGRX
DSPIX vs. DTGRX - 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 Technology Growth Fund (DTGRX). 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 | DTGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.10 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.65 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.68 | -0.16 |
Martin ratioReturn relative to average drawdown | 7.28 | 5.91 | +1.37 |
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 | DTGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.10 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.26 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.68 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.40 | +0.15 |
Correlation
The correlation between DSPIX and DTGRX is 0.82, 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. DTGRX - Dividend Comparison
DSPIX's dividend yield for the trailing twelve months is around 35.41%, more than DTGRX's 13.05% 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% |
DTGRX BNY Mellon Technology Growth Fund | 13.05% | 12.04% | 8.98% | 0.00% | 0.00% | 21.32% | 5.76% | 34.25% | 30.17% | 9.91% | 10.19% | 6.52% |
Drawdowns
DSPIX vs. DTGRX - Drawdown Comparison
The maximum DSPIX drawdown since its inception was -55.32%, smaller than the maximum DTGRX drawdown of -83.23%. Use the drawdown chart below to compare losses from any high point for DSPIX and DTGRX.
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Drawdown Indicators
| DSPIX | DTGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -83.23% | +27.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -17.27% | +5.12% |
Max Drawdown (5Y)Largest decline over 5 years | -24.62% | -52.92% | +28.30% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -52.92% | +19.13% |
Current DrawdownCurrent decline from peak | -6.25% | -13.67% | +7.42% |
Average DrawdownAverage peak-to-trough decline | -9.32% | -38.97% | +29.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 4.91% | -2.38% |
Volatility
DSPIX vs. DTGRX - Volatility Comparison
The current volatility for BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) is 5.35%, while BNY Mellon Technology Growth Fund (DTGRX) has a volatility of 8.59%. This indicates that DSPIX experiences smaller price fluctuations and is considered to be less risky than DTGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSPIX | DTGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 8.59% | -3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 17.13% | -7.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.37% | 27.35% | -8.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 28.58% | -11.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 27.84% | -9.83% |