DHLRX vs GSFTX

Both DHLRX and GSFTX are mutual funds. DHLRX has a higher 5-year return than GSFTX (14.45% vs 13.78%). DHLRX has a higher expense ratio than GSFTX (0.67% vs 0.65%). Below is the comparison between DHLRX and GSFTX.

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DHLRX GSFTX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Diamond Hill Funds Columbia Threadneedle
Net Assets $6.61B $17.25B
Expense Ratio 0.67% 0.65%
Management Style active active
30-Day Yield 1.00% 1.74%
Minimum Investment $2,500 N/A
YTD Return 10.66% 8.89%
1-Year Return 64.77% 45.57%
3-Year Return 14.40% 13.62%
5-Year Return 14.45% 13.78%
10-Year Return 12.57% 12.50%

DHLRX

DHLRX description

The Fund seeks to provide long-term capital appreciation by investing in common stocks that the Fund's adviser believes are undervalued. The Fund normally invests at least 80% of its assets in large capitalization companies, defined as those companies with a market capitalization of $5 billion or more.

DHLRX performance & returns

YTD Return 10.66%
1-Month Return 6.48%
3-Month Return 10.66%
1-Year Return 64.77%
3-Year Return 14.40%
5-Year Return 14.45%
10-Year Return 12.57%
DHLRX expense ratio is 0.67%.

DHLRX holdings

Top 10 Holdings (34.24% of Total Assets)

Name Symbol % Assets
GVMXX GVMXX 4.38%
AIG AIG 4.13%
ABT ABT 3.74%
GOOGL GOOGL 3.52%
BRK.B BRK.B 3.22%
BRK.B BRK.B 3.17%
MET MET 3.06%
BAC BAC 3.02%
DVN DVN 3.01%
MS MS 2.99%

DHLRX pros

The following are DHLRX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

DHLRX cons

The following are DHLRX weaknesses from our perspective:

  • DHLRX expense ratio is 0.67%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant DHLRX comparisons

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GSFTX

GSFTX description

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GSFTX performance & returns

YTD Return 8.89%
1-Month Return 6.54%
3-Month Return 8.89%
1-Year Return 45.57%
3-Year Return 13.62%
5-Year Return 13.78%
10-Year Return 12.50%
GSFTX expense ratio is 0.65%.

GSFTX holdings

Top 10 Holdings (26.94% of Total Assets)

Name Symbol % Assets
MSFT MSFT 3.18%
JNJ JNJ 3.17%
JPM JPM 3.08%
AAPL AAPL 2.62%
BAC BAC 2.59%
PFE PFE 2.56%
CVX CVX 2.53%
TGT TGT 2.49%
UNP UNP 2.37%
CMCSA CMCSA 2.35%

GSFTX pros

The following are GSFTX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

GSFTX cons

The following are GSFTX weaknesses from our perspective:

  • GSFTX expense ratio is 0.65%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant GSFTX comparisons

You may also want to check out the following GSFTX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.