DWOIX vs. PRWAX
Compare and contrast key facts about BNY Mellon Research Growth Fund, Inc. (DWOIX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX).
DWOIX is managed by T. Rowe Price. It was launched on Sep 30, 2008. PRWAX is managed by T. Rowe Price. It was launched on Sep 30, 1985.
Performance
DWOIX vs. PRWAX - Performance Comparison
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DWOIX vs. PRWAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DWOIX BNY Mellon Research Growth Fund, Inc. | -12.59% | 15.02% | 33.86% | 42.21% | -33.77% | 19.08% | 51.52% | 29.43% | 0.63% | 23.77% |
PRWAX T. Rowe Price All-Cap Opportunities Fund | -12.37% | 26.78% | 25.24% | 29.02% | -21.37% | 20.63% | 44.73% | 35.08% | 1.26% | 34.51% |
Returns By Period
The year-to-date returns for both investments are quite close, with DWOIX having a -12.59% return and PRWAX slightly higher at -12.37%. Over the past 10 years, DWOIX has underperformed PRWAX with an annualized return of 14.29%, while PRWAX has yielded a comparatively higher 16.95% annualized return.
DWOIX
- 1D
- -0.46%
- 1M
- -9.14%
- YTD
- -12.59%
- 6M
- -10.26%
- 1Y
- 15.88%
- 3Y*
- 17.78%
- 5Y*
- 8.50%
- 10Y*
- 14.29%
PRWAX
- 1D
- -0.24%
- 1M
- -9.15%
- YTD
- -12.37%
- 6M
- -3.78%
- 1Y
- 16.34%
- 3Y*
- 18.79%
- 5Y*
- 10.36%
- 10Y*
- 16.95%
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DWOIX vs. PRWAX - Expense Ratio Comparison
DWOIX has a 0.78% expense ratio, which is higher than PRWAX's 0.76% expense ratio.
Return for Risk
DWOIX vs. PRWAX — Risk / Return Rank
DWOIX
PRWAX
DWOIX vs. PRWAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Research Growth Fund, Inc. (DWOIX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX). 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.
| DWOIX | PRWAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.87 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.42 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | 1.02 | -0.22 |
Martin ratioReturn relative to average drawdown | 2.97 | 3.79 | -0.82 |
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
| DWOIX | PRWAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.87 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.58 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.90 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.59 | +0.01 |
Correlation
The correlation between DWOIX and PRWAX is 0.94, 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
DWOIX vs. PRWAX - Dividend Comparison
DWOIX's dividend yield for the trailing twelve months is around 17.85%, less than PRWAX's 19.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DWOIX BNY Mellon Research Growth Fund, Inc. | 17.85% | 15.61% | 9.46% | 3.66% | 16.15% | 14.40% | 10.82% | 9.94% | 19.19% | 9.73% | 5.89% | 6.88% |
PRWAX T. Rowe Price All-Cap Opportunities Fund | 19.01% | 16.66% | 9.22% | 5.10% | 3.11% | 20.51% | 15.44% | 7.01% | 12.58% | 12.30% | 6.19% | 8.84% |
Drawdowns
DWOIX vs. PRWAX - Drawdown Comparison
The maximum DWOIX drawdown since its inception was -38.50%, smaller than the maximum PRWAX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for DWOIX and PRWAX.
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Drawdown Indicators
| DWOIX | PRWAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.50% | -55.06% | +16.56% |
Max Drawdown (1Y)Largest decline over 1 year | -15.08% | -14.05% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -38.50% | -29.38% | -9.12% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -30.50% | -8.00% |
Current DrawdownCurrent decline from peak | -15.08% | -14.05% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -9.92% | +3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 3.79% | +0.29% |
Volatility
DWOIX vs. PRWAX - Volatility Comparison
BNY Mellon Research Growth Fund, Inc. (DWOIX) has a higher volatility of 5.58% compared to T. Rowe Price All-Cap Opportunities Fund (PRWAX) at 4.90%. This indicates that DWOIX's price experiences larger fluctuations and is considered to be riskier than PRWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DWOIX | PRWAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 4.90% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.92% | 12.45% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.91% | 19.42% | +3.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.90% | 17.88% | +6.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.62% | 18.82% | +3.80% |