PEOPX vs. PRDGX
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
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. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Performance
PEOPX vs. PRDGX - Performance Comparison
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PEOPX vs. PRDGX - 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% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | -0.55% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -1.06% | 18.89% |
Returns By Period
In the year-to-date period, PEOPX achieves a -4.45% return, which is significantly lower than PRDGX's -0.55% return. Over the past 10 years, PEOPX has outperformed PRDGX with an annualized return of 13.41%, while PRDGX has yielded a comparatively lower 12.31% annualized return.
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%
PRDGX
- 1D
- 1.97%
- 1M
- -5.22%
- YTD
- -0.55%
- 6M
- 1.72%
- 1Y
- 11.40%
- 3Y*
- 13.02%
- 5Y*
- 9.49%
- 10Y*
- 12.31%
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PEOPX vs. PRDGX - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is lower than PRDGX's 0.62% expense ratio.
Return for Risk
PEOPX vs. PRDGX — Risk / Return Rank
PEOPX
PRDGX
PEOPX vs. PRDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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 | PRDGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.77 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.17 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.13 | +0.35 |
Martin ratioReturn relative to average drawdown | 7.05 | 5.36 | +1.70 |
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 | PRDGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.77 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.68 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.78 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.65 | -0.18 |
Correlation
The correlation between PEOPX and PRDGX is 0.94, 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. PRDGX - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 10.83%, more than PRDGX's 8.14% 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% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 8.14% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
Drawdowns
PEOPX vs. PRDGX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -57.45%, which is greater than PRDGX's maximum drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for PEOPX and PRDGX.
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Drawdown Indicators
| PEOPX | PRDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.45% | -49.79% | -7.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.28% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -19.31% | -5.48% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -33.18% | -0.67% |
Current DrawdownCurrent decline from peak | -6.32% | -5.50% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -5.44% | -5.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.37% | +0.17% |
Volatility
PEOPX vs. PRDGX - Volatility Comparison
BNY Mellon S&P 500 Index Fund (PEOPX) has a higher volatility of 5.34% compared to T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) at 4.13%. This indicates that PEOPX's price experiences larger fluctuations and is considered to be riskier than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEOPX | PRDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 4.13% | +1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 7.61% | +1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 15.09% | +3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 14.08% | +2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 15.87% | +2.08% |