PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
PEOPX vs. DSPIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PEOPX vs. DSPIX

Last updated May 12, 2025

Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX).

PEOPX is managed by BNY Mellon. It was launched on Jan 2, 1990. DSPIX is managed by BNY Mellon. It was launched on Sep 30, 1993.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEOPX or DSPIX.

Correlation

The correlation between PEOPX and DSPIX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

PEOPX vs. DSPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

PEOPX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DSPIX

YTD

0.00%

1M

0.00%

6M

0.00%

1Y

0.00%

5Y*

0.00%

10Y*

0.00%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

PEOPX vs. DSPIX - Expense Ratio Comparison

PEOPX has a 0.50% expense ratio, which is higher than DSPIX's 0.20% expense ratio.

PEOPX
BNY Mellon S&P 500 Index Fund
DSPIX
BNY Mellon Institutional S&P 500 Stock Index Fund

Risk-Adjusted Performance

PEOPX vs. DSPIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PEOPX
The Risk-Adjusted Performance Rank of PEOPX is 2525
Overall Rank
The Sharpe Ratio Rank of PEOPX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of PEOPX is 2626
Sortino Ratio Rank
The Omega Ratio Rank of PEOPX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of PEOPX is 2525
Calmar Ratio Rank
The Martin Ratio Rank of PEOPX is 2424
Martin Ratio Rank
DSPIX
The Risk-Adjusted Performance Rank of DSPIX is 6565
Overall Rank
The Sharpe Ratio Rank of DSPIX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of DSPIX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of DSPIX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of DSPIX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of DSPIX is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PEOPX vs. DSPIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) 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.

No data
No data
No data
No data

Loading data...

Dividends

PEOPX vs. DSPIX - Dividend Comparison

Neither PEOPX nor DSPIX has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

PEOPX vs. DSPIX - Drawdown Comparison

Loading data...

Volatility

PEOPX vs. DSPIX - Volatility Comparison

Loading data...