DTGRX vs. FAGAX
Compare and contrast key facts about BNY Mellon Technology Growth Fund (DTGRX) and Fidelity Advisor Growth Opportunities Fund Class A (FAGAX).
DTGRX is managed by BNY Mellon. It was launched on Oct 12, 1997. FAGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DTGRX or FAGAX.
Key characteristics
| DTGRX | FAGAX | |
|---|---|---|
| YTD Return | 26.40% | 39.25% |
| 1Y Return | 46.45% | 56.57% |
| 3Y Return (Ann) | -5.88% | 1.64% |
| 5Y Return (Ann) | 8.17% | 15.70% |
| 10Y Return (Ann) | 3.03% | 12.42% |
| Sharpe Ratio | 2.03 | 2.78 |
| Sortino Ratio | 2.62 | 3.54 |
| Omega Ratio | 1.35 | 1.49 |
| Calmar Ratio | 1.03 | 1.65 |
| Martin Ratio | 9.90 | 16.08 |
| Ulcer Index | 4.58% | 3.43% |
| Daily Std Dev | 22.33% | 19.84% |
| Max Drawdown | -83.23% | -65.24% |
| Current Drawdown | -17.73% | 0.00% |
Correlation
The correlation between DTGRX and FAGAX is 0.86, 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.
Performance
DTGRX vs. FAGAX - Performance Comparison
In the year-to-date period, DTGRX achieves a 26.40% return, which is significantly lower than FAGAX's 39.25% return. Over the past 10 years, DTGRX has underperformed FAGAX with an annualized return of 3.03%, while FAGAX has yielded a comparatively higher 12.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DTGRX vs. FAGAX - Expense Ratio Comparison
DTGRX has a 1.16% expense ratio, which is higher than FAGAX's 1.04% expense ratio.
Risk-Adjusted Performance
DTGRX vs. FAGAX - Risk-Adjusted Performance Comparison
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.
Dividends
DTGRX vs. FAGAX - Dividend Comparison
Neither DTGRX nor FAGAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
DTGRX BNY Mellon Technology Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FAGAX Fidelity Advisor Growth Opportunities Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 11.12% |
Drawdowns
DTGRX vs. FAGAX - Drawdown Comparison
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.
Volatility
DTGRX vs. FAGAX - Volatility Comparison
BNY Mellon Technology Growth Fund (DTGRX) has a higher volatility of 5.92% compared to Fidelity Advisor Growth Opportunities Fund Class A (FAGAX) at 5.47%. This indicates that DTGRX's price experiences larger fluctuations and is considered to be riskier than FAGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.