PGROX vs. DSPIX
Compare and contrast key facts about BNY Mellon Worldwide Growth Fund (PGROX) and BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX).
PGROX is managed by BNY Mellon. It was launched on Jul 14, 1993. DSPIX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Sep 30, 1993.
Performance
PGROX vs. DSPIX - Performance Comparison
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PGROX vs. DSPIX - 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% |
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | -4.37% | 17.81% | 24.40% | 26.36% | -18.51% | 28.64% | 14.18% | 31.31% | -4.36% | 21.59% |
Returns By Period
In the year-to-date period, PGROX achieves a -6.54% return, which is significantly lower than DSPIX's -4.37% return. Over the past 10 years, PGROX has underperformed DSPIX with an annualized return of 11.17%, while DSPIX has yielded a comparatively higher 13.50% annualized return.
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%
DSPIX
- 1D
- 2.93%
- 1M
- -5.03%
- YTD
- -4.37%
- 6M
- -2.09%
- 1Y
- 17.31%
- 3Y*
- 18.13%
- 5Y*
- 11.57%
- 10Y*
- 13.50%
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PGROX vs. DSPIX - Expense Ratio Comparison
PGROX has a 1.13% expense ratio, which is higher than DSPIX's 0.20% expense ratio.
Return for Risk
PGROX vs. DSPIX — Risk / Return Rank
PGROX
DSPIX
PGROX vs. DSPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Worldwide Growth Fund (PGROX) 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.
| PGROX | DSPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.97 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.49 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.52 | -0.66 |
Martin ratioReturn relative to average drawdown | 3.20 | 7.28 | -4.07 |
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 | DSPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.97 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.69 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.75 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.55 | -0.01 |
Correlation
The correlation between PGROX and DSPIX is 0.89, 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. DSPIX - Dividend Comparison
PGROX's dividend yield for the trailing twelve months is around 18.96%, less than DSPIX's 35.41% 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% |
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | 35.41% | 33.86% | 27.60% | 27.46% | 18.33% | 12.91% | 1.15% | 5.01% | 6.33% | 2.53% | 2.91% | 2.63% |
Drawdowns
PGROX vs. DSPIX - Drawdown Comparison
The maximum PGROX drawdown since its inception was -47.75%, smaller than the maximum DSPIX drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for PGROX and DSPIX.
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Drawdown Indicators
| PGROX | DSPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.75% | -55.32% | +7.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -12.15% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -26.99% | -24.62% | -2.37% |
Max Drawdown (10Y)Largest decline over 10 years | -30.17% | -33.79% | +3.62% |
Current DrawdownCurrent decline from peak | -8.79% | -6.25% | -2.54% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -9.32% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.53% | +0.59% |
Volatility
PGROX vs. DSPIX - Volatility Comparison
BNY Mellon Worldwide Growth Fund (PGROX) has a higher volatility of 5.73% compared to BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) at 5.35%. This indicates that PGROX's price experiences larger fluctuations and is considered to be riskier than DSPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGROX | DSPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 5.35% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.69% | 9.56% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 18.37% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.72% | 16.94% | +0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 18.01% | -0.09% |