SDSCX vs. SMCWX
Compare and contrast key facts about BNY Mellon Small/Mid Cap Growth Fund (SDSCX) and American Funds SMALLCAP World Fund Class A (SMCWX).
SDSCX is managed by Dreyfus. It was launched on Jan 4, 1988. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
SDSCX vs. SMCWX - Performance Comparison
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SDSCX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDSCX BNY Mellon Small/Mid Cap Growth Fund | -4.68% | 11.91% | 9.95% | 15.55% | -33.20% | -4.42% | 68.54% | 39.14% | -1.46% | 26.74% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, SDSCX achieves a -4.68% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, SDSCX has outperformed SMCWX with an annualized return of 10.84%, while SMCWX has yielded a comparatively lower 9.04% annualized return.
SDSCX
- 1D
- 3.99%
- 1M
- -10.19%
- YTD
- -4.68%
- 6M
- -4.45%
- 1Y
- 16.45%
- 3Y*
- 8.59%
- 5Y*
- -2.52%
- 10Y*
- 10.84%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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SDSCX vs. SMCWX - Expense Ratio Comparison
SDSCX has a 0.70% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
SDSCX vs. SMCWX — Risk / Return Rank
SDSCX
SMCWX
SDSCX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Small/Mid Cap Growth Fund (SDSCX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.
| SDSCX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 1.17 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.72 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 1.66 | -0.81 |
Martin ratioReturn relative to average drawdown | 3.26 | 6.37 | -3.11 |
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
| SDSCX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 1.17 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.01 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.51 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.57 | -0.56 |
Correlation
The correlation between SDSCX and SMCWX is 0.83, 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
SDSCX vs. SMCWX - Dividend Comparison
SDSCX's dividend yield for the trailing twelve months is around 54.86%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDSCX BNY Mellon Small/Mid Cap Growth Fund | 54.86% | 52.29% | 0.43% | 0.00% | 0.00% | 9.19% | 7.93% | 0.00% | 8.72% | 9.16% | 2.21% | 6.57% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
SDSCX vs. SMCWX - Drawdown Comparison
The maximum SDSCX drawdown since its inception was -99.19%, which is greater than SMCWX's maximum drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for SDSCX and SMCWX.
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Drawdown Indicators
| SDSCX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.19% | -62.46% | -36.73% |
Max Drawdown (1Y)Largest decline over 1 year | -19.60% | -11.83% | -7.77% |
Max Drawdown (5Y)Largest decline over 5 years | -45.77% | -39.79% | -5.98% |
Max Drawdown (10Y)Largest decline over 10 years | -48.25% | -39.79% | -8.46% |
Current DrawdownCurrent decline from peak | -88.62% | -10.12% | -78.50% |
Average DrawdownAverage peak-to-trough decline | -75.09% | -14.98% | -60.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.08% | 3.08% | +2.00% |
Volatility
SDSCX vs. SMCWX - Volatility Comparison
BNY Mellon Small/Mid Cap Growth Fund (SDSCX) has a higher volatility of 9.00% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 7.62%. This indicates that SDSCX's price experiences larger fluctuations and is considered to be riskier than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDSCX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.00% | 7.62% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 16.07% | 11.82% | +4.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.66% | 17.93% | +6.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 18.05% | +6.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 17.76% | +6.39% |