SDSCX vs. VMVAX
Compare and contrast key facts about BNY Mellon Small/Mid Cap Growth Fund (SDSCX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX).
SDSCX is managed by Dreyfus. It was launched on Jan 4, 1988. VMVAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDSCX or VMVAX.
Key characteristics
| SDSCX | VMVAX | |
|---|---|---|
| YTD Return | -1.03% | 14.47% |
| 1Y Return | 6.46% | 22.34% |
| 3Y Return (Ann) | -10.70% | 7.31% |
| 5Y Return (Ann) | 6.31% | 10.04% |
| 10Y Return (Ann) | 10.22% | 9.01% |
| Sharpe Ratio | 0.36 | 1.85 |
| Daily Std Dev | 19.14% | 12.97% |
| Max Drawdown | -94.10% | -43.07% |
| Current Drawdown | -44.33% | -0.13% |
Correlation
The correlation between SDSCX and VMVAX is 0.75, 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
SDSCX vs. VMVAX - Performance Comparison
In the year-to-date period, SDSCX achieves a -1.03% return, which is significantly lower than VMVAX's 14.47% return. Over the past 10 years, SDSCX has outperformed VMVAX with an annualized return of 10.22%, while VMVAX has yielded a comparatively lower 9.01% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SDSCX vs. VMVAX - Expense Ratio Comparison
SDSCX has a 0.70% expense ratio, which is higher than VMVAX's 0.07% expense ratio.
Risk-Adjusted Performance
SDSCX vs. VMVAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Small/Mid Cap Growth Fund (SDSCX) and Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX). 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
SDSCX vs. VMVAX - Dividend Comparison
SDSCX has not paid dividends to shareholders, while VMVAX's dividend yield for the trailing twelve months is around 2.10%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDSCX BNY Mellon Small/Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 9.19% | 7.93% | 0.00% | 9.53% | 14.60% | 2.94% | 8.41% | 12.51% | 11.54% |
VMVAX Vanguard Mid-Cap Value Index Fund Admiral Shares | 2.10% | 2.27% | 2.27% | 1.78% | 2.36% | 2.05% | 2.75% | 1.86% | 1.91% | 2.04% | 1.67% | 1.54% |
Drawdowns
SDSCX vs. VMVAX - Drawdown Comparison
The maximum SDSCX drawdown since its inception was -94.10%, which is greater than VMVAX's maximum drawdown of -43.07%. Use the drawdown chart below to compare losses from any high point for SDSCX and VMVAX. For additional features, visit the drawdowns tool.
Volatility
SDSCX vs. VMVAX - Volatility Comparison
BNY Mellon Small/Mid Cap Growth Fund (SDSCX) has a higher volatility of 6.16% compared to Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) at 3.07%. This indicates that SDSCX's price experiences larger fluctuations and is considered to be riskier than VMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.