DTGRX vs. FAGAX

The year-to-date returns for both investments are quite close, with DTGRX having a 3.02% return and FAGAX slightly higher at 3.16%. Over the past 10 years, DTGRX has underperformed FAGAX with an annualized return of 4.97%, while FAGAX has yielded a comparatively higher 12.69% annualized return.

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DTGRX has a 1.16% expense ratio, which is higher than FAGAX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Technology Growth Fund (DTGRX) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX). 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 1.09, which is lower than the FAGAX Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of DTGRX and FAGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither DTGRX nor FAGAX has paid dividends to shareholders.

The maximum DTGRX drawdown since its inception was -83.23%, which is greater than FAGAX's maximum drawdown of -65.24%. Use the drawdown chart below to compare losses from any high point for DTGRX and FAGAX. For additional features, visit the drawdowns tool.

BNY Mellon Technology Growth Fund (DTGRX) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) have volatilities of 7.04% and 7.03%, 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.