MPISX

Active

BNY Mellon Income Stock Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.90%
Annual Cost per $10K
$190.00
30-Year Fee Drag per $10K
$31,651
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+13.25%

Asset Allocation

US Equity
89%
Intl Equity
8%
Cash
3%

Fee Comparison

MPISX
1.90%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

79% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+51.39%3Y
Compare to

Fee Impact Calculator

$
%
MPISX at 1.90%$222,357
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$158,255
Cost vs index fund−$155,067

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
MPISXBNY Mellon Income Stock Fund1.90%
RICAXInvestment Co of America1.36%
JDVFXDisciplined Value Fund1.71%
CDIRXColumbia Dividend Income Fund1.15%
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
MEGRXMFS Growth Fund1.08%
PMAQXMidCap Fund1.46%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
FRDRXFranklin Rising Dividends Fund1.08%
BPTUXBaron Partners Fund1.99%
FOCKXFidelity OTC Portfolio1.05%
QCGRFXCollege Retirement Equities Fund - Growth Account
FDNRXFranklin Dynatech Fund1.07%
FNITXFidelity Advisor New Insights Fund1.15%
CSECXCalvert Equity Fund1.65%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
FSIUXInvesco Dividend Income Fund1.69%
NLSAXNeuberger Berman Long Short Fund1.68%
PAFDXT. Rowe Price Equity Income Fund0.98%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
FGSRXFranklin Growth Fund1.04%
MCVRXMFS Mid Cap Value Fund1.24%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
WFPCXAllspring Special Mid Cap Value Fund1.87%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
VAFAXInvesco American Franchise Fund0.93%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
TWRCXGrowth Fund1.89%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
MLINXNYLI Winslow Large Cap Growth Fund1.13%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
VLNPXVoya Small Cap Growth Fund2.01%
TAMVXT. Rowe Price Mid-Cap Value Fund, Inc.1.10%
FAEGXFidelity Advisor Equity Growth Fund1.17%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
POLRXPolen Growth Fund1.22%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
DDFIXInvesco Diversified Dividend Fund1.07%
SBLGXClearBridge Large Cap Growth Fund1.01%
MSHLXGROWTH PORTFOLIO1.37%
NDVAXMFS New Discovery Value Fund1.46%
CCIFXColumbia Seligman Technology and Information Fund0.91%
LMPPXClearBridge Appreciation Fund1.24%
JSECXJPMorgan Small Cap Equity Fund1.24%
FCPVXFidelity Small Cap Value Fund1.20%
PCSMXSmallCap Growth Fund I1.44%
KTCCXDWS Science and Technology Fund1.75%
MSRRXMFS Research Fund1.02%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
JENIXThe Jensen Quality Growth Fund Inc1.26%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
ASMMXInvesco Summit Fund1.23%
MEFAXMassMutual Mid Cap Growth Fund1.11%
BGRFXBARON GROWTH FUND1.34%
ATHAXHeritage Fund1.25%
GTECXGateway Fund1.70%
DAGVXBNY Mellon Dynamic Value Fund0.93%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
CSCIXCohen & Steers Real Estate Securities Fund1.75%
FKARXFranklin Growth Opportunities Fund1.19%
CCASXCONESTOGA SMALL CAP FUND1.10%
WWNPXKinetics Paradigm Fund Feeder 11.64%
CSMEXCarillon Scout Mid Cap Fund1.25%
LMPFXClearBridge Growth Fund1.13%
PABVXMidCap Value Fund I1.19%
SGRAXAllspring Growth Fund1.15%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
FRUSXFranklin Utilities Fund1.21%
DCCRXMacquarie Small Cap Core Fund1.31%
WGROXWasatch Core Growth Fund1.17%
TAGRXFundamental Large Cap Core Fund1.02%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
ESPAXAllspring Special Small Cap Value Fund1.17%
LAFQXLORD ABBETT AFFILIATED FUND INC1.04%
LCLAXClearBridge Select Fund1.33%
HQIRXTHE HARTFORD EQUITY INCOME FUND1.36%
DVLRXMacquarie Small Cap Value Fund1.35%
FTCHXInvesco Technology Fund1.76%
TEGAXTouchstone Strategic Trust-Touchstone Mid Cap Growth Fund2.00%
LAMPXLord Abbett Dividend Growth Fund1.09%
LGLAXLord Abbett Growth Leaders Fund0.90%
SASMXClearBridge Small Cap Growth Fund1.19%
LCGRXLoomis Sayles Small Cap Growth Fund1.19%
LCBVXClearBridge Large Cap Value Fund1.40%
MFOCXMarsico Focus Fund1.45%
SVFFXSmead Value Fund0.95%
RAGTXVirtus Zevenbergen Technology Fund1.44%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
HCPCXHARTFORD CAPITAL APPRECIATION HLS FUND1.17%
PCUFXPGIM Jennison Utility Fund1.61%
BSCUXBARON SMALL CAP FUND1.05%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
MVISXPatient Opportunity Trust1.42%
BARUXBARON ASSET FUND1.04%
GABSXThe Gabelli Small Cap Growth Fund1.37%

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