# BNY Mellon Appreciation Investor (DGAGX)

> Source: Nexqual · https://nexqual.com/DGAGX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, BNY Mellon Appreciation Investor (DGAGX), nexqual.com/DGAGX" · informational, not investment advice.

**Price:** USD 37.61 (-0.42% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 37.61 · day 37.61–37.61 · 52w 32.17–42.57 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +7.8% vs S&P 500 +13.4%; 5Y +37.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +7.8% | +37.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.9% | +6.6% |
| Volatility (annualized) | 13.1% | 16.1% |
| Max drawdown | -11.2% (Jan 2026→Mar 2026) | -26.6% (Dec 2021→Sep 2022) |

## Peers
DDSTX (BNY Mellon Disciplined Stock Fu) CAD 9.62 -76.93% · MFOCX (Marsico Focus Fund) USD 28.99 +0.00% · PEOPX (BNY Mellon S&P 500 Index Fund) USD 68.61 -0.00% · DSPIX (BNY Mellon Institutional S&P 50) USD 50.09 -0.00% · CIVVX (Causeway International Value Fu) USD 23.42 -0.00%

## More
Full page: https://nexqual.com/DGAGX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt