NASDAQ · Asset Management

BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX) Stock

$37.72 -0.32% NASDAQ: DGAGX Financial Services

This fund typically allocates a minimum of 80% of its total assets, including any capital borrowed for investment purposes, to common stocks. Its primary strategy focuses on financially sound, well-established "blue chip" corporations, which must have a market capitalization greater than $5 billion when initially acquired.

Valuation

MetricValue
Price$37.72
Market Cap$1.90B
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$42.57
52-Week Low$32.17
Dividend Yield0.27%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y12.36%
Return 3Y41.16%
Return 5Y40.94%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AMANXAmana Mutual Funds Trust Income Fund $81.76 -0.09% $2.46B 0.54%
AMINXAmana Income Fund Institutional Class $80.59 -0.09% $2.46B 0.69%
BDOAXiShares MSCI Total International Index Fund - Class A $14.38 -0.35% 110.43 $2.57B 2.78%
DIAMXDiamond Hill Long-Short Fund $30.61 -0.26% $2.20B 15.94%
HASCXHarbor Small Cap Value Fund Institutional Class $56.77 +1.03% $2.75B 5.64%

About BNY Mellon Appreciation Fund, Inc. Investor Shares

This fund typically allocates a minimum of 80% of its total assets, including any capital borrowed for investment purposes, to common stocks. Its primary strategy focuses on financially sound, well-established "blue chip" corporations, which must have a market capitalization greater than $5 billion when initially acquired. This portfolio may encompass multinational enterprises. Beyond direct investments in equities, the fund also has the flexibility to gain exposure to international companies through U.S. dollar-denominated American Depositary Receipts (ADRs).

BNY Mellon Appreciation Fund, Inc. Investor Shares is headquartered in US.

BNY Mellon Appreciation Fund, Inc. Investor Shares (DGAGX) stock trades at $37.72 with a market capitalization of $1.90B. Over the past 52 weeks the stock has ranged between $32.17 and $42.57, and currently trades 11.4% below its 52-week high. It pays a dividend yielding 0.27%.

Official website: www.bny.com/investments/us/en/individual/products/lt/fund/bny-mellon-appreciation-fund-inc.html

Related Financial Services Stocks

BRK.A Insurance - Diversified $733370.00 +0.00% BRK.B FIRE, MARINE & CASUALTY INSURANCE $482.70 +0.00% JPM Banks - Diversified $357.52 +0.34% V Financial - Credit Services $362.50 -2.15% MA Financial - Credit Services $562.95 -2.26% BAC Banks - Diversified $63.17 +0.27% HSBC Banks - Diversified $102.60 -1.06% MS Financial - Capital Markets $203.19 -3.97% GS Financial - Capital Markets $980.75 -5.09% RY Banks - Diversified $206.45 -2.79% WFC Banks - Diversified $83.87 -3.45% MUFG Banks - Diversified $21.94 -2.18%

Popular Stocks

Apple (AAPL)Microsoft (MSFT)NVIDIA (NVDA)Alphabet (GOOGL)Amazon (AMZN)Meta (META)Tesla (TSLA)Broadcom (AVGO)Eli Lilly (LLY)Exxon Mobil (XOM)

Screens featuring this stock

High ROE Financial Services StocksLow P/E Financial Services StocksHigh Net Margin Financial Services StocksDividend Financial Services StocksLow Debt Financial Services StocksNasdaq High ROE StocksAll stock screens
Run Stock Screener Investing Guides