SSEIX vs. DNLDX
SSEIX (SouthernSun U.S. Equity) and DNLDX (BNY Mellon Active MidCap Fund) are both Mid Cap Blend Equities funds. Over the past 10 years, SSEIX returned 8.75%/yr vs 10.25%/yr for DNLDX. Their correlation of 0.87 suggests significant overlap in exposure. SSEIX charges 1.09%/yr vs 1.00%/yr for DNLDX.
Performance
SSEIX vs. DNLDX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SSEIX achieves a 15.19% return, which is significantly higher than DNLDX's 12.91% return. Over the past 10 years, SSEIX has underperformed DNLDX with an annualized return of 8.75%, while DNLDX has yielded a comparatively higher 10.25% annualized return.
SSEIX
- 1D
- 1.78%
- 1M
- 4.22%
- YTD
- 15.19%
- 6M
- 12.83%
- 1Y
- 21.97%
- 3Y*
- 9.91%
- 5Y*
- 8.89%
- 10Y*
- 8.75%
DNLDX
- 1D
- 1.23%
- 1M
- 3.28%
- YTD
- 12.91%
- 6M
- 10.91%
- 1Y
- 23.13%
- 3Y*
- 18.12%
- 5Y*
- 11.15%
- 10Y*
- 10.25%
SSEIX vs. DNLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSEIX SouthernSun U.S. Equity | 15.19% | 4.06% | 5.40% | 18.85% | -4.63% | 22.75% | 13.36% | 31.61% | -23.12% | 10.67% |
DNLDX BNY Mellon Active MidCap Fund | 12.91% | 9.79% | 22.27% | 16.99% | -14.34% | 26.49% | 9.29% | 16.82% | -14.46% | 16.64% |
Correlation
The correlation between SSEIX and DNLDX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2012 | 0.87 |
The correlation between SSEIX and DNLDX has been stable across timeframes, ranging from 0.83 to 0.88 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SSEIX vs. DNLDX — Risk / Return Rank
SSEIX
DNLDX
SSEIX vs. DNLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SouthernSun U.S. Equity (SSEIX) and BNY Mellon Active MidCap Fund (DNLDX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SSEIX | DNLDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 3.21 | -1.47 |
| Martin ratioReturn relative to average drawdown | 4.38 | 12.00 | -7.63 |
Loading charts...
Drawdowns
SSEIX vs. DNLDX - Drawdown Comparison
The maximum SSEIX drawdown since its inception was -48.45%, smaller than the maximum DNLDX drawdown of -63.69%. Use the drawdown chart below to compare losses from any high point for SSEIX and DNLDX.
Loading charts...
Drawdown Indicators
| SSEIX | DNLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.45% | -63.69% | +15.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.91% | -7.29% | -5.62% |
Max Drawdown (3Y)Largest decline over 3 years | -27.10% | -20.42% | -6.68% |
Max Drawdown (5Y)Largest decline over 5 years | -27.10% | -23.42% | -3.68% |
Max Drawdown (10Y)Largest decline over 10 years | -48.45% | -42.23% | -6.22% |
Current DrawdownCurrent decline from peak | -2.12% | -0.59% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -7.49% | -9.62% | +2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.14% | 1.95% | +3.19% |
Volatility
SSEIX vs. DNLDX - Volatility Comparison
SouthernSun U.S. Equity (SSEIX) has a higher volatility of 5.72% compared to BNY Mellon Active MidCap Fund (DNLDX) at 4.53%. This indicates that SSEIX's price experiences larger fluctuations and is considered to be riskier than DNLDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SSEIX | DNLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.72% | 4.53% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 13.88% | 10.13% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.34% | 13.50% | +5.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.53% | 18.55% | +1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.69% | 19.54% | +3.15% |
SSEIX vs. DNLDX - Expense Ratio Comparison
SSEIX has a 1.09% expense ratio, which is higher than DNLDX's 1.00% expense ratio.
Dividends
SSEIX vs. DNLDX - Dividend Comparison
SSEIX's dividend yield for the trailing twelve months is around 6.28%, less than DNLDX's 13.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DNLDX BNY Mellon Active MidCap Fund | 13.31% | 14.15% | 15.24% | 1.69% | 8.82% | 17.74% | 2.77% | 2.65% | 11.14% | 11.32% | 1.00% | 3.12% |
SSEIX SouthernSun U.S. Equity | 6.28% | 7.24% | 12.10% | 12.31% | 19.39% | 14.36% | 0.62% | 1.15% | 7.94% | 0.33% | 0.38% | 5.00% |
Frequently Asked Questions
SSEIX and DNLDX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SSEIX has higher volatility (5.72%) compared to DNLDX (4.53%). In terms of maximum drawdown, SSEIX dropped -48.45% vs DNLDX's -63.69%.
DNLDX currently has the higher Sharpe Ratio (1.73 vs 1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for SSEIX and DNLDX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer