PGROX vs. ZGFIX
Compare and contrast key facts about BNY Mellon Worldwide Growth Fund (PGROX) and Ninety One Global Franchise Fund (ZGFIX).
PGROX is managed by BNY Mellon. It was launched on Jul 14, 1993. ZGFIX is managed by Ninety One. It was launched on Dec 10, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGROX or ZGFIX.
Correlation
The correlation between PGROX and ZGFIX is 0.91, 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
PGROX vs. ZGFIX - Performance Comparison
Key characteristics
PGROX:
-0.08
ZGFIX:
0.94
PGROX:
0.01
ZGFIX:
1.32
PGROX:
1.00
ZGFIX:
1.17
PGROX:
-0.07
ZGFIX:
1.55
PGROX:
-0.23
ZGFIX:
4.37
PGROX:
5.43%
ZGFIX:
2.32%
PGROX:
16.25%
ZGFIX:
10.81%
PGROX:
-47.42%
ZGFIX:
-28.50%
PGROX:
-12.39%
ZGFIX:
-0.27%
Returns By Period
In the year-to-date period, PGROX achieves a 4.85% return, which is significantly lower than ZGFIX's 5.17% return.
PGROX
4.85%
1.86%
-6.69%
-1.61%
4.75%
4.79%
ZGFIX
5.17%
3.52%
6.26%
10.76%
8.08%
N/A
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PGROX vs. ZGFIX - Expense Ratio Comparison
PGROX has a 1.13% expense ratio, which is higher than ZGFIX's 0.85% expense ratio.
Risk-Adjusted Performance
PGROX vs. ZGFIX — Risk-Adjusted Performance Rank
PGROX
ZGFIX
PGROX vs. ZGFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Worldwide Growth Fund (PGROX) and Ninety One Global Franchise Fund (ZGFIX). 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
PGROX vs. ZGFIX - Dividend Comparison
PGROX's dividend yield for the trailing twelve months is around 0.27%, more than ZGFIX's 0.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGROX BNY Mellon Worldwide Growth Fund | 0.27% | 0.28% | 0.45% | 0.41% | 0.20% | 0.47% | 0.73% | 1.41% | 7.08% | 6.78% | 8.19% | 4.24% |
ZGFIX Ninety One Global Franchise Fund | 0.22% | 0.23% | 0.33% | 0.37% | 0.13% | 0.38% | 1.53% | 0.81% | 0.08% | 0.00% | 0.00% | 0.00% |
Drawdowns
PGROX vs. ZGFIX - Drawdown Comparison
The maximum PGROX drawdown since its inception was -47.42%, which is greater than ZGFIX's maximum drawdown of -28.50%. Use the drawdown chart below to compare losses from any high point for PGROX and ZGFIX. For additional features, visit the drawdowns tool.
Volatility
PGROX vs. ZGFIX - Volatility Comparison
BNY Mellon Worldwide Growth Fund (PGROX) has a higher volatility of 3.21% compared to Ninety One Global Franchise Fund (ZGFIX) at 2.34%. This indicates that PGROX's price experiences larger fluctuations and is considered to be riskier than ZGFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.