Both DHLRX and NBPIX are mutual funds. DHLRX has a lower 5-year return than NBPIX (14.45% vs 18.67%). DHLRX has a higher expense ratio than NBPIX (0.67% vs 0.62%). Below is the comparison between DHLRX and NBPIX.
| DHLRX | NBPIX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Category | Large Value | Large Value |
| Family | Diamond Hill Funds | Neuberger Berman |
| Net Assets | $6.61B | $7.53B |
| Expense Ratio | 0.67% | 0.62% |
| Management Style | active | active |
| 30-Day Yield | 1.00% | 1.53% |
| Minimum Investment | $2,500 | $1,000,000 |
| YTD Return | 10.66% | 18.49% |
| 1-Year Return | 64.77% | 85.62% |
| 3-Year Return | 14.40% | 20.08% |
| 5-Year Return | 14.45% | 18.67% |
| 10-Year Return | 12.57% | 11.85% |
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 holdings
Top 10 Holdings (34.24% of Total Assets)
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
You may also want to check out the following DHLRX comparisons that investors often look for on Finny
- DHLRX vs DODGX
- DHLRX vs AWSHX
- DHLRX vs AMRMX
- DHLRX vs GSFTX
- DHLRX vs MADVX
- DHLRX vs PRFDX
- DHLRX vs NBPIX
- DHLRX vs SFLNX
- DHLRX vs FEQIX
- DHLRX vs DSEEX
NBPIX
NBPIX description
The Fund seeks capital growth by investing principally in common stocks of established medium-to-large capitalization companies, using a value-oriented investment approach.
NBPIX performance & returns
| YTD Return | 18.49% |
| 1-Month Return | 5.59% |
| 3-Month Return | 18.49% |
| 1-Year Return | 85.62% |
| 3-Year Return | 20.08% |
| 5-Year Return | 18.67% |
| 10-Year Return | 11.85% |
NBPIX holdings
Top 10 Holdings (35.24% of Total Assets)
NBPIX pros
The following are NBPIX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
NBPIX cons
The following are NBPIX weaknesses from our perspective:
- NBPIX expense ratio is 0.62%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant NBPIX comparisons
You may also want to check out the following NBPIX comparisons that investors often look for on Finny
- NBPIX vs DODGX
- NBPIX vs AWSHX
- NBPIX vs AMRMX
- NBPIX vs GSFTX
- NBPIX vs MADVX
- NBPIX vs PRFDX
- NBPIX vs SFLNX
- NBPIX vs DHLRX
- NBPIX vs FEQIX
- NBPIX vs DSEEX