MUIGX vs. DGAGX
Compare and contrast key facts about Nationwide BNY Mellon Dynamic U.S. Core Fund (MUIGX) and BNY Mellon Appreciation Fund, Inc. (DGAGX).
MUIGX is managed by Nationwide. It was launched on Feb 14, 1961. DGAGX is managed by T. Rowe Price. It was launched on Jan 18, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUIGX or DGAGX.
Correlation
The correlation between MUIGX and DGAGX is 0.83, 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
MUIGX vs. DGAGX - Performance Comparison
Key characteristics
MUIGX:
1.45
DGAGX:
-0.20
MUIGX:
1.95
DGAGX:
-0.13
MUIGX:
1.26
DGAGX:
0.98
MUIGX:
1.09
DGAGX:
-0.13
MUIGX:
6.77
DGAGX:
-0.53
MUIGX:
2.81%
DGAGX:
6.31%
MUIGX:
13.15%
DGAGX:
17.04%
MUIGX:
-78.19%
DGAGX:
-54.27%
MUIGX:
-3.05%
DGAGX:
-22.20%
Returns By Period
In the year-to-date period, MUIGX achieves a 4.15% return, which is significantly higher than DGAGX's 3.24% return. Over the past 10 years, MUIGX has outperformed DGAGX with an annualized return of 4.97%, while DGAGX has yielded a comparatively lower -2.11% annualized return.
MUIGX
4.15%
2.13%
5.84%
17.74%
9.94%
4.97%
DGAGX
3.24%
1.97%
-9.22%
-4.36%
3.11%
-2.11%
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MUIGX vs. DGAGX - Expense Ratio Comparison
MUIGX has a 0.50% expense ratio, which is lower than DGAGX's 0.88% expense ratio.
Risk-Adjusted Performance
MUIGX vs. DGAGX — Risk-Adjusted Performance Rank
MUIGX
DGAGX
MUIGX vs. DGAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide BNY Mellon Dynamic U.S. Core Fund (MUIGX) and BNY Mellon Appreciation Fund, Inc. (DGAGX). 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
MUIGX vs. DGAGX - Dividend Comparison
MUIGX's dividend yield for the trailing twelve months is around 1.20%, more than DGAGX's 0.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUIGX Nationwide BNY Mellon Dynamic U.S. Core Fund | 1.20% | 1.25% | 1.42% | 1.15% | 0.68% | 1.04% | 1.54% | 1.22% | 0.42% | 0.70% | 0.46% | 0.56% |
DGAGX BNY Mellon Appreciation Fund, Inc. | 0.36% | 0.37% | 0.63% | 0.62% | 0.32% | 0.59% | 0.96% | 1.49% | 1.18% | 1.70% | 2.20% | 1.68% |
Drawdowns
MUIGX vs. DGAGX - Drawdown Comparison
The maximum MUIGX drawdown since its inception was -78.19%, which is greater than DGAGX's maximum drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for MUIGX and DGAGX. For additional features, visit the drawdowns tool.
Volatility
MUIGX vs. DGAGX - Volatility Comparison
Nationwide BNY Mellon Dynamic U.S. Core Fund (MUIGX) has a higher volatility of 3.35% compared to BNY Mellon Appreciation Fund, Inc. (DGAGX) at 2.89%. This indicates that MUIGX's price experiences larger fluctuations and is considered to be riskier than DGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.