PESPX vs. DBMYX
Compare and contrast key facts about BNY Mellon MidCap Index Fund (PESPX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX).
PESPX is managed by BNY Mellon. It was launched on Jun 29, 1998. DBMYX is a passively managed fund by BNY Mellon that tracks the performance of the Russell 2500 Growth Index. It was launched on Jun 1, 2013.
Performance
PESPX vs. DBMYX - Performance Comparison
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PESPX vs. DBMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PESPX BNY Mellon MidCap Index Fund | -0.48% | 6.90% | 11.88% | 14.75% | -13.67% | 24.34% | 13.30% | 40.74% | -10.55% | 15.99% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | -8.30% | 11.94% | 10.09% | 15.63% | -33.11% | -4.44% | 68.62% | 39.27% | -1.35% | 26.80% |
Returns By Period
In the year-to-date period, PESPX achieves a -0.48% return, which is significantly higher than DBMYX's -8.30% return. Over the past 10 years, PESPX has underperformed DBMYX with an annualized return of 9.84%, while DBMYX has yielded a comparatively higher 10.49% annualized return.
PESPX
- 1D
- -0.81%
- 1M
- -8.05%
- YTD
- -0.48%
- 6M
- 0.99%
- 1Y
- 13.46%
- 3Y*
- 9.62%
- 5Y*
- 5.28%
- 10Y*
- 9.84%
DBMYX
- 1D
- -1.33%
- 1M
- -13.87%
- YTD
- -8.30%
- 6M
- -7.43%
- 1Y
- 12.85%
- 3Y*
- 7.27%
- 5Y*
- -2.84%
- 10Y*
- 10.49%
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PESPX vs. DBMYX - Expense Ratio Comparison
PESPX has a 0.50% expense ratio, which is lower than DBMYX's 0.63% expense ratio.
Return for Risk
PESPX vs. DBMYX — Risk / Return Rank
PESPX
DBMYX
PESPX vs. DBMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon MidCap Index Fund (PESPX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX). 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.
| PESPX | DBMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.50 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.07 | 0.89 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.11 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.50 | +0.32 |
Martin ratioReturn relative to average drawdown | 3.56 | 1.97 | +1.59 |
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
| PESPX | DBMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.50 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | -0.12 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.44 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.38 | -0.11 |
Correlation
The correlation between PESPX and DBMYX is 0.82, 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
PESPX vs. DBMYX - Dividend Comparison
PESPX's dividend yield for the trailing twelve months is around 12.30%, less than DBMYX's 55.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PESPX BNY Mellon MidCap Index Fund | 12.30% | 12.24% | 11.73% | 8.19% | 16.04% | 15.10% | 11.21% | 21.60% | 14.61% | 9.22% | 1.09% | 1.34% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 55.82% | 51.19% | 0.43% | 0.00% | 0.00% | 8.97% | 7.86% | 0.00% | 8.66% | 9.12% | 2.20% | 6.55% |
Drawdowns
PESPX vs. DBMYX - Drawdown Comparison
The maximum PESPX drawdown since its inception was -61.56%, which is greater than DBMYX's maximum drawdown of -48.24%. Use the drawdown chart below to compare losses from any high point for PESPX and DBMYX.
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Drawdown Indicators
| PESPX | DBMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.56% | -48.24% | -13.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -19.58% | +5.46% |
Max Drawdown (5Y)Largest decline over 5 years | -25.18% | -45.79% | +20.61% |
Max Drawdown (10Y)Largest decline over 10 years | -42.09% | -48.24% | +6.15% |
Current DrawdownCurrent decline from peak | -8.86% | -26.11% | +17.25% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -15.17% | +4.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 4.97% | -1.71% |
Volatility
PESPX vs. DBMYX - Volatility Comparison
The current volatility for BNY Mellon MidCap Index Fund (PESPX) is 5.76%, while BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a volatility of 7.77%. This indicates that PESPX experiences smaller price fluctuations and is considered to be less risky than DBMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PESPX | DBMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 7.77% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.49% | 15.64% | -4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.84% | 24.42% | -3.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.63% | 24.50% | -4.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.54% | 24.13% | -2.59% |