PEOPX vs. DRGVX
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Dynamic Value Fund Class I (DRGVX).
PEOPX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Jan 2, 1990. DRGVX is an actively managed fund by BNY Mellon. It was launched on May 31, 2001.
Performance
PEOPX vs. DRGVX - Performance Comparison
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PEOPX vs. DRGVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | -4.45% | 17.33% | 24.50% | 25.78% | -18.67% | 28.25% | 17.83% | 30.96% | -6.01% | 21.26% |
DRGVX BNY Mellon Dynamic Value Fund Class I | 2.32% | 18.48% | 14.26% | 12.83% | 1.51% | 31.14% | 3.94% | 27.04% | -10.52% | 15.06% |
Returns By Period
In the year-to-date period, PEOPX achieves a -4.45% return, which is significantly lower than DRGVX's 2.32% return. Both investments have delivered pretty close results over the past 10 years, with PEOPX having a 13.41% annualized return and DRGVX not far behind at 12.96%.
PEOPX
- 1D
- 2.92%
- 1M
- -5.07%
- YTD
- -4.45%
- 6M
- -2.34%
- 1Y
- 16.81%
- 3Y*
- 17.81%
- 5Y*
- 11.28%
- 10Y*
- 13.41%
DRGVX
- 1D
- 2.17%
- 1M
- -3.93%
- YTD
- 2.32%
- 6M
- 7.39%
- 1Y
- 18.32%
- 3Y*
- 15.86%
- 5Y*
- 12.62%
- 10Y*
- 12.96%
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PEOPX vs. DRGVX - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is lower than DRGVX's 0.68% expense ratio.
Return for Risk
PEOPX vs. DRGVX — Risk / Return Rank
PEOPX
DRGVX
PEOPX vs. DRGVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Dynamic Value Fund Class I (DRGVX). 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.
| PEOPX | DRGVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.07 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.54 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.56 | -0.09 |
Martin ratioReturn relative to average drawdown | 7.05 | 6.92 | +0.13 |
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
| PEOPX | DRGVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.07 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.81 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.69 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.61 | -0.14 |
Correlation
The correlation between PEOPX and DRGVX is 0.86, 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
PEOPX vs. DRGVX - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 10.83%, more than DRGVX's 6.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 10.83% | 10.35% | 10.38% | 7.35% | 11.78% | 12.89% | 11.94% | 14.37% | 14.75% | 9.21% | 10.90% | 7.81% |
DRGVX BNY Mellon Dynamic Value Fund Class I | 6.72% | 6.88% | 6.87% | 5.31% | 7.99% | 21.73% | 2.85% | 3.52% | 17.87% | 10.95% | 2.89% | 16.07% |
Drawdowns
PEOPX vs. DRGVX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -57.45%, which is greater than DRGVX's maximum drawdown of -42.60%. Use the drawdown chart below to compare losses from any high point for PEOPX and DRGVX.
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Drawdown Indicators
| PEOPX | DRGVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.45% | -42.60% | -14.85% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -12.22% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -17.01% | -7.78% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -42.60% | +8.75% |
Current DrawdownCurrent decline from peak | -6.32% | -4.62% | -1.70% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -4.39% | -6.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.76% | -0.22% |
Volatility
PEOPX vs. DRGVX - Volatility Comparison
BNY Mellon S&P 500 Index Fund (PEOPX) has a higher volatility of 5.34% compared to BNY Mellon Dynamic Value Fund Class I (DRGVX) at 4.71%. This indicates that PEOPX's price experiences larger fluctuations and is considered to be riskier than DRGVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEOPX | DRGVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.71% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 9.13% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 16.88% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 15.60% | +1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 18.82% | -0.87% |