PESPX vs. DISSX
Compare and contrast key facts about BNY Mellon MidCap Index Fund (PESPX) and BNY Mellon Smallcap Stock Index Fund (DISSX).
PESPX is managed by BNY Mellon. It was launched on Jun 29, 1998. DISSX is managed by BNY Mellon. It was launched on Jun 30, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PESPX or DISSX.
Correlation
The correlation between PESPX and DISSX 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.
Performance
PESPX vs. DISSX - Performance Comparison
Key characteristics
PESPX:
0.21
DISSX:
-0.06
PESPX:
0.38
DISSX:
0.07
PESPX:
1.06
DISSX:
1.01
PESPX:
0.13
DISSX:
-0.04
PESPX:
0.58
DISSX:
-0.17
PESPX:
6.66%
DISSX:
7.96%
PESPX:
18.71%
DISSX:
22.77%
PESPX:
-61.56%
DISSX:
-64.55%
PESPX:
-27.62%
DISSX:
-33.17%
Returns By Period
In the year-to-date period, PESPX achieves a 3.43% return, which is significantly higher than DISSX's 2.15% return. Over the past 10 years, PESPX has underperformed DISSX with an annualized return of -1.85%, while DISSX has yielded a comparatively higher -0.73% annualized return.
PESPX
3.43%
-0.38%
-3.84%
3.00%
-1.56%
-1.85%
DISSX
2.15%
-0.28%
-7.53%
-2.52%
-1.78%
-0.73%
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PESPX vs. DISSX - Expense Ratio Comparison
Both PESPX and DISSX have an expense ratio of 0.50%.
Risk-Adjusted Performance
PESPX vs. DISSX — Risk-Adjusted Performance Rank
PESPX
DISSX
PESPX vs. DISSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon MidCap Index Fund (PESPX) and BNY Mellon Smallcap Stock Index Fund (DISSX). 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
PESPX vs. DISSX - Dividend Comparison
PESPX's dividend yield for the trailing twelve months is around 1.15%, less than DISSX's 1.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PESPX BNY Mellon MidCap Index Fund | 1.15% | 1.19% | 1.22% | 1.47% | 0.92% | 1.14% | 1.32% | 1.54% | 0.95% | 1.09% | 1.34% | 1.07% |
DISSX BNY Mellon Smallcap Stock Index Fund | 1.51% | 1.55% | 1.63% | 1.39% | 0.88% | 0.91% | 1.15% | 1.13% | 0.90% | 0.93% | 1.11% | 0.83% |
Drawdowns
PESPX vs. DISSX - Drawdown Comparison
The maximum PESPX drawdown since its inception was -61.56%, roughly equal to the maximum DISSX drawdown of -64.55%. Use the drawdown chart below to compare losses from any high point for PESPX and DISSX. For additional features, visit the drawdowns tool.
Volatility
PESPX vs. DISSX - Volatility Comparison
The current volatility for BNY Mellon MidCap Index Fund (PESPX) is 3.70%, while BNY Mellon Smallcap Stock Index Fund (DISSX) has a volatility of 4.15%. This indicates that PESPX experiences smaller price fluctuations and is considered to be less risky than DISSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.