SDSCX vs. VSNGX
Compare and contrast key facts about BNY Mellon Small/Mid Cap Growth Fund (SDSCX) and JPMorgan Mid Cap Equity Fund (VSNGX).
SDSCX is managed by Dreyfus. It was launched on Jan 4, 1988. VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996.
Performance
SDSCX vs. VSNGX - Performance Comparison
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SDSCX vs. VSNGX - 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% |
VSNGX JPMorgan Mid Cap Equity Fund | -0.28% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -8.20% | 21.35% |
Returns By Period
In the year-to-date period, SDSCX achieves a -4.68% return, which is significantly lower than VSNGX's -0.28% return. Both investments have delivered pretty close results over the past 10 years, with SDSCX having a 10.84% annualized return and VSNGX not far ahead at 11.00%.
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%
VSNGX
- 1D
- 2.39%
- 1M
- -5.61%
- YTD
- -0.28%
- 6M
- -0.33%
- 1Y
- 10.22%
- 3Y*
- 12.18%
- 5Y*
- 6.02%
- 10Y*
- 11.00%
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SDSCX vs. VSNGX - Expense Ratio Comparison
SDSCX has a 0.70% expense ratio, which is lower than VSNGX's 0.89% expense ratio.
Return for Risk
SDSCX vs. VSNGX — Risk / Return Rank
SDSCX
VSNGX
SDSCX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Small/Mid Cap Growth Fund (SDSCX) and JPMorgan Mid Cap Equity Fund (VSNGX). 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 | VSNGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.61 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.18 | 0.99 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.14 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 0.90 | -0.06 |
Martin ratioReturn relative to average drawdown | 3.26 | 4.00 | -0.74 |
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 | VSNGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.61 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | 0.35 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.56 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.52 | -0.52 |
Correlation
The correlation between SDSCX and VSNGX is 0.87, 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. VSNGX - Dividend Comparison
SDSCX's dividend yield for the trailing twelve months is around 54.86%, more than VSNGX's 6.17% 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% |
VSNGX JPMorgan Mid Cap Equity Fund | 6.17% | 6.15% | 8.60% | 0.50% | 2.81% | 7.63% | 11.65% | 8.60% | 12.95% | 5.79% | 3.37% | 5.15% |
Drawdowns
SDSCX vs. VSNGX - Drawdown Comparison
The maximum SDSCX drawdown since its inception was -99.19%, which is greater than VSNGX's maximum drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for SDSCX and VSNGX.
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Drawdown Indicators
| SDSCX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.19% | -54.50% | -44.69% |
Max Drawdown (1Y)Largest decline over 1 year | -19.60% | -12.36% | -7.24% |
Max Drawdown (5Y)Largest decline over 5 years | -45.77% | -25.08% | -20.69% |
Max Drawdown (10Y)Largest decline over 10 years | -48.25% | -38.33% | -9.92% |
Current DrawdownCurrent decline from peak | -88.62% | -6.04% | -82.58% |
Average DrawdownAverage peak-to-trough decline | -75.09% | -7.47% | -67.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.08% | 2.79% | +2.29% |
Volatility
SDSCX vs. VSNGX - Volatility Comparison
BNY Mellon Small/Mid Cap Growth Fund (SDSCX) has a higher volatility of 9.00% compared to JPMorgan Mid Cap Equity Fund (VSNGX) at 5.20%. This indicates that SDSCX's price experiences larger fluctuations and is considered to be riskier than VSNGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDSCX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.00% | 5.20% | +3.80% |
Volatility (6M)Calculated over the trailing 6-month period | 16.07% | 9.48% | +6.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.66% | 17.70% | +6.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 17.44% | +7.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 19.58% | +4.57% |