MPISX vs. GQETX

In the year-to-date period, MPISX achieves a 3.27% return, which is significantly higher than GQETX's 2.61% return. Over the past 10 years, MPISX has outperformed GQETX with an annualized return of 10.19%, while GQETX has yielded a comparatively lower 9.45% annualized return.

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MPISX has a 0.83% expense ratio, which is higher than GQETX's 0.49% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Income Stock Fund (MPISX) and GMO Quality Fund (GQETX). 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 MPISX Sharpe Ratio is 0.70, which is comparable to the GQETX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of MPISX and GQETX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MPISX's dividend yield for the trailing twelve months is around 22.46%, more than GQETX's 4.80% yield.

The maximum MPISX drawdown since its inception was -57.46%, which is greater than GQETX's maximum drawdown of -41.46%. Use the drawdown chart below to compare losses from any high point for MPISX and GQETX.

BNY Mellon Income Stock Fund (MPISX) and GMO Quality Fund (GQETX) have volatilities of 4.48% and 4.43%, 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.