DHLRX vs PRFDX

Both DHLRX and PRFDX are mutual funds. DHLRX has a higher 5-year return than PRFDX (14.45% vs 12.21%). DHLRX has a higher expense ratio than PRFDX (0.67% vs 0.63%). Below is the comparison between DHLRX and PRFDX.

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DHLRX PRFDX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Diamond Hill Funds T. Rowe Price
Net Assets $6.61B $9.25B
Expense Ratio 0.67% 0.63%
Management Style active active
30-Day Yield 1.00% 1.86%
Minimum Investment $2,500 $2,500
YTD Return 10.66% 13.38%
1-Year Return 64.77% 60.36%
3-Year Return 14.40% 10.50%
5-Year Return 14.45% 12.21%
10-Year Return 12.57% 10.11%

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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PRFDX

PRFDX description

The Fund seeks a high level of dividend income and long-term capital growth primarily through investments in stocks. The Fund invests at least 80% of its net assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued.

PRFDX performance & returns
YTD Return 13.38%
1-Month Return 6.72%
3-Month Return 13.38%
1-Year Return 60.36%
3-Year Return 10.50%
5-Year Return 12.21%
10-Year Return 10.11%
PRFDX expense ratio is 0.63%.

PRFDX holdings

Top 10 Holdings (25.32% of Total Assets)

Name Symbol % Assets
WFC WFC 3.32%
JPM JPM 3.10%
GE GE 2.90%
SO SO 2.50%
DD DD 2.50%
QCOM QCOM 2.39%
MET MET 2.22%
DWDP DWDP 2.14%
UPS UPS 2.13%
FP FP 2.13%

PRFDX pros

The following are PRFDX strengths from our perspective:

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

PRFDX cons

The following are PRFDX weaknesses from our perspective:

  • PRFDX expense ratio is 0.63%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant PRFDX comparisons

You may also want to check out the following PRFDX 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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