DSPIX vs. PRGFX
Compare and contrast key facts about BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) and T. Rowe Price Growth Stock Fund (PRGFX).
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. PRGFX is managed by T. Rowe Price. It was launched on Apr 11, 1950.
Performance
DSPIX vs. PRGFX - Performance Comparison
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DSPIX vs. PRGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | -7.09% | 17.81% | 24.40% | 26.36% | -18.51% | 28.64% | 14.18% | 31.31% | -4.36% | 21.59% |
PRGFX T. Rowe Price Growth Stock Fund | -14.51% | 15.64% | 38.36% | 45.33% | -40.12% | 19.86% | 36.92% | 30.83% | -1.04% | 33.57% |
Returns By Period
In the year-to-date period, DSPIX achieves a -7.09% return, which is significantly higher than PRGFX's -14.51% return. Both investments have delivered pretty close results over the past 10 years, with DSPIX having a 13.17% annualized return and PRGFX not far ahead at 13.64%.
DSPIX
- 1D
- -0.38%
- 1M
- -7.69%
- YTD
- -7.09%
- 6M
- -4.53%
- 1Y
- 14.39%
- 3Y*
- 17.00%
- 5Y*
- 11.19%
- 10Y*
- 13.17%
PRGFX
- 1D
- -0.47%
- 1M
- -8.95%
- YTD
- -14.51%
- 6M
- -13.74%
- 1Y
- 9.27%
- 3Y*
- 19.62%
- 5Y*
- 6.83%
- 10Y*
- 13.64%
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DSPIX vs. PRGFX - Expense Ratio Comparison
DSPIX has a 0.20% expense ratio, which is lower than PRGFX's 0.63% expense ratio.
Return for Risk
DSPIX vs. PRGFX — Risk / Return Rank
DSPIX
PRGFX
DSPIX vs. PRGFX - 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 T. Rowe Price Growth Stock Fund (PRGFX). 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 | PRGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.42 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.77 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.10 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.34 | +0.71 |
Martin ratioReturn relative to average drawdown | 5.11 | 1.18 | +3.93 |
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 | PRGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.42 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.30 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.62 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.54 | +0.01 |
Correlation
The correlation between DSPIX and PRGFX is 0.92, 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. PRGFX - Dividend Comparison
DSPIX's dividend yield for the trailing twelve months is around 36.45%, more than PRGFX's 15.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | 36.45% | 33.86% | 27.60% | 27.46% | 18.33% | 12.91% | 1.15% | 5.01% | 6.33% | 2.53% | 2.91% | 2.63% |
PRGFX T. Rowe Price Growth Stock Fund | 15.89% | 13.58% | 13.26% | 3.34% | 3.55% | 9.34% | 3.51% | 1.81% | 9.09% | 13.57% | 2.22% | 7.23% |
Drawdowns
DSPIX vs. PRGFX - Drawdown Comparison
The maximum DSPIX drawdown since its inception was -55.32%, roughly equal to the maximum PRGFX drawdown of -54.01%. Use the drawdown chart below to compare losses from any high point for DSPIX and PRGFX.
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Drawdown Indicators
| DSPIX | PRGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -54.01% | -1.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -18.02% | +5.87% |
Max Drawdown (5Y)Largest decline over 5 years | -24.62% | -46.44% | +21.82% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -46.44% | +12.65% |
Current DrawdownCurrent decline from peak | -8.92% | -18.02% | +9.10% |
Average DrawdownAverage peak-to-trough decline | -9.32% | -10.70% | +1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 5.26% | -2.76% |
Volatility
DSPIX vs. PRGFX - Volatility Comparison
The current volatility for BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) is 4.24%, while T. Rowe Price Growth Stock Fund (PRGFX) has a volatility of 5.44%. This indicates that DSPIX experiences smaller price fluctuations and is considered to be less risky than PRGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSPIX | PRGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.44% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 12.08% | -2.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.18% | 21.66% | -3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 23.06% | -6.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 22.03% | -4.04% |