PGROX vs. DBMYX
Compare and contrast key facts about BNY Mellon Worldwide Growth Fund (PGROX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX).
PGROX is managed by BNY Mellon. It was launched on Jul 14, 1993. 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
PGROX vs. DBMYX - Performance Comparison
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PGROX vs. DBMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGROX BNY Mellon Worldwide Growth Fund | -6.54% | 13.46% | 7.88% | 22.40% | -17.75% | 23.85% | 24.43% | 34.92% | -8.66% | 27.05% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | -4.63% | 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, PGROX achieves a -6.54% return, which is significantly lower than DBMYX's -4.63% return. Both investments have delivered pretty close results over the past 10 years, with PGROX having a 11.17% annualized return and DBMYX not far behind at 10.93%.
PGROX
- 1D
- 3.08%
- 1M
- -5.66%
- YTD
- -6.54%
- 6M
- -5.12%
- 1Y
- 9.20%
- 3Y*
- 8.88%
- 5Y*
- 6.33%
- 10Y*
- 11.17%
DBMYX
- 1D
- 4.00%
- 1M
- -10.19%
- YTD
- -4.63%
- 6M
- -4.41%
- 1Y
- 16.53%
- 3Y*
- 8.68%
- 5Y*
- -2.45%
- 10Y*
- 10.93%
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PGROX vs. DBMYX - Expense Ratio Comparison
PGROX has a 1.13% expense ratio, which is higher than DBMYX's 0.63% expense ratio.
Return for Risk
PGROX vs. DBMYX — Risk / Return Rank
PGROX
DBMYX
PGROX vs. DBMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Worldwide Growth Fund (PGROX) 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.
| PGROX | DBMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.71 | -0.15 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.18 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.15 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 0.85 | 0.00 |
Martin ratioReturn relative to average drawdown | 3.20 | 3.29 | -0.09 |
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
| PGROX | DBMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.71 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | -0.10 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.45 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.40 | +0.14 |
Correlation
The correlation between PGROX and DBMYX is 0.73, 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
PGROX vs. DBMYX - Dividend Comparison
PGROX's dividend yield for the trailing twelve months is around 18.96%, less than DBMYX's 53.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGROX BNY Mellon Worldwide Growth Fund | 18.96% | 17.72% | 11.89% | 1.88% | 7.61% | 8.12% | 4.05% | 7.44% | 13.96% | 13.45% | 8.19% | 8.46% |
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 53.67% | 51.19% | 0.43% | 0.00% | 0.00% | 8.97% | 7.86% | 0.00% | 8.66% | 9.12% | 2.20% | 6.55% |
Drawdowns
PGROX vs. DBMYX - Drawdown Comparison
The maximum PGROX drawdown since its inception was -47.75%, roughly equal to the maximum DBMYX drawdown of -48.24%. Use the drawdown chart below to compare losses from any high point for PGROX and DBMYX.
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Drawdown Indicators
| PGROX | DBMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.75% | -48.24% | +0.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -19.58% | +7.88% |
Max Drawdown (5Y)Largest decline over 5 years | -26.99% | -45.79% | +18.80% |
Max Drawdown (10Y)Largest decline over 10 years | -30.17% | -48.24% | +18.07% |
Current DrawdownCurrent decline from peak | -8.79% | -23.16% | +14.37% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -15.18% | +6.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 5.07% | -1.95% |
Volatility
PGROX vs. DBMYX - Volatility Comparison
The current volatility for BNY Mellon Worldwide Growth Fund (PGROX) is 5.73%, while BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a volatility of 9.05%. This indicates that PGROX 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
| PGROX | DBMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 9.05% | -3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 16.13% | -6.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 24.69% | -7.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 24.54% | -6.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 24.16% | -6.24% |