DHLRX vs NBPIX

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.

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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 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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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 expense ratio is 0.62%.

NBPIX holdings

Top 10 Holdings (35.24% of Total Assets)

Name Symbol % Assets
WMT WMT 4.44%
NEM NEM 3.86%
NEM NEM 3.59%
JOY JOY 3.55%
BK BK 3.47%
PG PG 3.35%
CNC CNC 3.32%
MDLZ MDLZ 3.26%
WMT WMT 3.21%
SLB SLB 3.19%

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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