DTGRX vs. DLQAX

In the year-to-date period, DTGRX achieves a 1.99% return, which is significantly lower than DLQAX's 2.61% return. Over the past 10 years, DTGRX has outperformed DLQAX with an annualized return of 4.94%, while DLQAX has yielded a comparatively lower -1.45% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DTGRX has a 1.16% expense ratio, which is higher than DLQAX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Technology Growth Fund (DTGRX) and BNY Mellon Large Cap Equity Fund (DLQAX). 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.

The current DTGRX Sharpe Ratio is 1.01, which is higher than the DLQAX Sharpe Ratio of -0.52. The chart below compares the historical Sharpe Ratios of DTGRX and DLQAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DTGRX has not paid dividends to shareholders, while DLQAX's dividend yield for the trailing twelve months is around 0.39%.

The maximum DTGRX drawdown since its inception was -83.23%, which is greater than DLQAX's maximum drawdown of -63.10%. Use the drawdown chart below to compare losses from any high point for DTGRX and DLQAX. For additional features, visit the drawdowns tool.

The current volatility for BNY Mellon Technology Growth Fund (DTGRX) is 7.02%, while BNY Mellon Large Cap Equity Fund (DLQAX) has a volatility of 28.87%. This indicates that DTGRX experiences smaller price fluctuations and is considered to be less risky than DLQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.