MPITX vs. DSPIX
Compare and contrast key facts about BNY Mellon International Fund (MPITX) and BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX).
MPITX is managed by BNY Mellon. It was launched on Oct 2, 2000. DSPIX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Sep 30, 1993.
Performance
MPITX vs. DSPIX - Performance Comparison
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MPITX vs. DSPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPITX BNY Mellon International Fund | 1.10% | 31.06% | 1.61% | 17.01% | -15.66% | 9.01% | 7.19% | 22.28% | -16.66% | 27.96% |
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | -7.09% | 17.81% | 24.40% | 26.36% | -18.51% | 28.64% | 14.18% | 31.31% | -4.36% | 21.59% |
Returns By Period
In the year-to-date period, MPITX achieves a 1.10% return, which is significantly higher than DSPIX's -7.09% return. Over the past 10 years, MPITX has underperformed DSPIX with an annualized return of 7.81%, while DSPIX has yielded a comparatively higher 13.17% annualized return.
MPITX
- 1D
- 0.52%
- 1M
- -10.90%
- YTD
- 1.10%
- 6M
- 6.27%
- 1Y
- 23.13%
- 3Y*
- 12.86%
- 5Y*
- 6.90%
- 10Y*
- 7.81%
DSPIX
- 1D
- -0.38%
- 1M
- -7.69%
- YTD
- -7.09%
- 6M
- -4.53%
- 1Y
- 14.39%
- 3Y*
- 17.00%
- 5Y*
- 11.19%
- 10Y*
- 13.17%
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MPITX vs. DSPIX - Expense Ratio Comparison
MPITX has a 1.03% expense ratio, which is higher than DSPIX's 0.20% expense ratio.
Return for Risk
MPITX vs. DSPIX — Risk / Return Rank
MPITX
DSPIX
MPITX vs. DSPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon International Fund (MPITX) and BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX). 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.
| MPITX | DSPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.83 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.72 | 1.29 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.05 | +0.55 |
Martin ratioReturn relative to average drawdown | 6.42 | 5.11 | +1.31 |
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
| MPITX | DSPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.83 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.67 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.73 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.55 | -0.26 |
Correlation
The correlation between MPITX and DSPIX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MPITX vs. DSPIX - Dividend Comparison
MPITX's dividend yield for the trailing twelve months is around 2.38%, less than DSPIX's 36.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPITX BNY Mellon International Fund | 2.38% | 2.41% | 3.35% | 3.81% | 4.62% | 1.61% | 2.19% | 2.52% | 2.24% | 1.50% | 2.05% | 1.40% |
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | 36.45% | 33.86% | 27.60% | 27.46% | 18.33% | 12.91% | 1.15% | 5.01% | 6.33% | 2.53% | 2.91% | 2.63% |
Drawdowns
MPITX vs. DSPIX - Drawdown Comparison
The maximum MPITX drawdown since its inception was -58.61%, which is greater than DSPIX's maximum drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for MPITX and DSPIX.
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Drawdown Indicators
| MPITX | DSPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.61% | -55.32% | -3.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -12.15% | +0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -32.12% | -24.62% | -7.50% |
Max Drawdown (10Y)Largest decline over 10 years | -37.52% | -33.79% | -3.73% |
Current DrawdownCurrent decline from peak | -10.90% | -8.92% | -1.98% |
Average DrawdownAverage peak-to-trough decline | -12.50% | -9.32% | -3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.10% | 2.50% | +0.60% |
Volatility
MPITX vs. DSPIX - Volatility Comparison
BNY Mellon International Fund (MPITX) has a higher volatility of 6.73% compared to BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) at 4.24%. This indicates that MPITX's price experiences larger fluctuations and is considered to be riskier than DSPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPITX | DSPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 4.24% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 10.41% | 9.11% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.72% | 18.18% | -2.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.50% | 16.89% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.90% | 17.99% | -1.09% |