MPISX vs. DAGVX
Compare and contrast key facts about BNY Mellon Income Stock Fund (MPISX) and BNY Mellon Dynamic Value Fund (DAGVX).
MPISX is managed by BNY Mellon. It was launched on Oct 2, 2000. DAGVX is managed by BNY Mellon. It was launched on Sep 29, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPISX or DAGVX.
Correlation
The correlation between MPISX and DAGVX is 0.96, 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
MPISX vs. DAGVX - Performance Comparison
Key characteristics
MPISX:
1.68
DAGVX:
0.83
MPISX:
2.37
DAGVX:
1.12
MPISX:
1.31
DAGVX:
1.17
MPISX:
2.13
DAGVX:
0.78
MPISX:
6.67
DAGVX:
2.22
MPISX:
2.73%
DAGVX:
4.98%
MPISX:
10.84%
DAGVX:
13.34%
MPISX:
-57.46%
DAGVX:
-57.60%
MPISX:
-2.88%
DAGVX:
-9.14%
Returns By Period
In the year-to-date period, MPISX achieves a 4.79% return, which is significantly higher than DAGVX's 4.40% return. Over the past 10 years, MPISX has outperformed DAGVX with an annualized return of 10.33%, while DAGVX has yielded a comparatively lower 2.17% annualized return.
MPISX
4.79%
0.36%
6.15%
17.10%
12.54%
10.33%
DAGVX
4.40%
-0.48%
-0.73%
9.60%
5.12%
2.17%
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MPISX vs. DAGVX - Expense Ratio Comparison
MPISX has a 0.83% expense ratio, which is lower than DAGVX's 0.93% expense ratio.
Risk-Adjusted Performance
MPISX vs. DAGVX — Risk-Adjusted Performance Rank
MPISX
DAGVX
MPISX vs. DAGVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Income Stock Fund (MPISX) and BNY Mellon Dynamic Value Fund (DAGVX). 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
MPISX vs. DAGVX - Dividend Comparison
MPISX's dividend yield for the trailing twelve months is around 22.11%, more than DAGVX's 0.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPISX BNY Mellon Income Stock Fund | 22.11% | 23.20% | 13.13% | 26.84% | 21.30% | 2.24% | 9.79% | 12.06% | 9.21% | 5.25% | 12.18% | 13.34% |
DAGVX BNY Mellon Dynamic Value Fund | 0.94% | 0.99% | 0.77% | 0.72% | 1.11% | 0.58% | 1.51% | 2.06% | 0.96% | 1.26% | 1.14% | 0.91% |
Drawdowns
MPISX vs. DAGVX - Drawdown Comparison
The maximum MPISX drawdown since its inception was -57.46%, roughly equal to the maximum DAGVX drawdown of -57.60%. Use the drawdown chart below to compare losses from any high point for MPISX and DAGVX. For additional features, visit the drawdowns tool.
Volatility
MPISX vs. DAGVX - Volatility Comparison
The current volatility for BNY Mellon Income Stock Fund (MPISX) is 2.73%, while BNY Mellon Dynamic Value Fund (DAGVX) has a volatility of 3.09%. This indicates that MPISX experiences smaller price fluctuations and is considered to be less risky than DAGVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.