DTGRX vs. DSPIX
Compare and contrast key facts about BNY Mellon Technology Growth Fund (DTGRX) and BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX).
DTGRX is managed by BNY Mellon. It was launched on Oct 12, 1997. 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.
Performance
DTGRX vs. DSPIX - Performance Comparison
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DTGRX vs. DSPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DTGRX BNY Mellon Technology Growth Fund | -11.55% | 27.20% | 30.78% | 59.98% | -46.44% | 12.62% | 69.80% | 52.82% | -1.47% | 42.50% |
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% |
Returns By Period
In the year-to-date period, DTGRX achieves a -11.55% return, which is significantly lower than DSPIX's -7.09% return. Over the past 10 years, DTGRX has outperformed DSPIX with an annualized return of 18.37%, while DSPIX has yielded a comparatively lower 13.17% annualized return.
DTGRX
- 1D
- -1.52%
- 1M
- -10.51%
- YTD
- -11.55%
- 6M
- -9.09%
- 1Y
- 24.57%
- 3Y*
- 24.97%
- 5Y*
- 7.21%
- 10Y*
- 18.37%
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%
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DTGRX vs. DSPIX - Expense Ratio Comparison
DTGRX has a 1.16% expense ratio, which is higher than DSPIX's 0.20% expense ratio.
Return for Risk
DTGRX vs. DSPIX — Risk / Return Rank
DTGRX
DSPIX
DTGRX vs. DSPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Technology Growth Fund (DTGRX) and BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX). 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.
| DTGRX | DSPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.83 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.29 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.05 | +0.10 |
Martin ratioReturn relative to average drawdown | 4.10 | 5.11 | -1.01 |
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
| DTGRX | DSPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.83 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.67 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.73 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.55 | -0.15 |
Correlation
The correlation between DTGRX and DSPIX 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
DTGRX vs. DSPIX - Dividend Comparison
DTGRX's dividend yield for the trailing twelve months is around 13.61%, less than DSPIX's 36.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTGRX BNY Mellon Technology Growth Fund | 13.61% | 12.04% | 8.98% | 0.00% | 0.00% | 21.32% | 5.76% | 34.25% | 30.17% | 9.91% | 10.19% | 6.52% |
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% |
Drawdowns
DTGRX vs. DSPIX - Drawdown Comparison
The maximum DTGRX drawdown since its inception was -83.23%, which is greater than DSPIX's maximum drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for DTGRX and DSPIX.
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Drawdown Indicators
| DTGRX | DSPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.23% | -55.32% | -27.91% |
Max Drawdown (1Y)Largest decline over 1 year | -17.27% | -12.15% | -5.12% |
Max Drawdown (5Y)Largest decline over 5 years | -52.92% | -24.62% | -28.30% |
Max Drawdown (10Y)Largest decline over 10 years | -52.92% | -33.79% | -19.13% |
Current DrawdownCurrent decline from peak | -17.27% | -8.92% | -8.35% |
Average DrawdownAverage peak-to-trough decline | -38.97% | -9.32% | -29.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 2.50% | +2.33% |
Volatility
DTGRX vs. DSPIX - Volatility Comparison
BNY Mellon Technology Growth Fund (DTGRX) has a higher volatility of 7.14% compared to BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) at 4.24%. This indicates that DTGRX's price experiences larger fluctuations and is considered to be riskier than DSPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DTGRX | DSPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 4.24% | +2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 16.60% | 9.11% | +7.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.07% | 18.18% | +8.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.53% | 16.89% | +11.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.81% | 17.99% | +9.82% |