DHLRX vs SFLNX

Both DHLRX and SFLNX are mutual funds. DHLRX has a higher 5-year return than SFLNX (14.45% vs 14.43%). DHLRX has a higher expense ratio than SFLNX (0.67% vs 0.25%). Below is the comparison between DHLRX and SFLNX.

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DHLRX SFLNX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Diamond Hill Funds Schwab Funds
Net Assets $6.61B $6.66B
Expense Ratio 0.67% 0.25%
Management Style active passive (index-based)
30-Day Yield 1.00% 1.85%
Minimum Investment $2,500 $1,000
YTD Return 10.66% 14.32%
1-Year Return 64.77% 68.80%
3-Year Return 14.40% 15.22%
5-Year Return 14.45% 14.43%
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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SFLNX

SFLNX description

The Fund seeks investment results that correspond generally to the FTSE RAFI US 1000 Index. The Fund will invest at least 90% of its net assets in stocks included in the Index.

SFLNX performance & returns
YTD Return 14.32%
1-Month Return 6.85%
3-Month Return 14.32%
1-Year Return 68.80%
3-Year Return 15.22%
5-Year Return 14.43%
10-Year Return 12.50%
SFLNX expense ratio is 0.25%.

SFLNX holdings

Top 10 Holdings (22.44% of Total Assets)

Name Symbol % Assets
XOM XOM 4.56%
AAPL AAPL 3.69%
GME GME 2.51%
XOM XOM 2.36%
JPM JPM 1.73%
MSFT MSFT 1.65%
WMT WMT 1.62%
WFC WFC 1.48%
T T 1.48%
CVX CVX 1.37%

SFLNX pros

The following are SFLNX strengths from our perspective:

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

SFLNX cons

None that we could think of.

Other relevant SFLNX comparisons

You may also want to check out the following SFLNX 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.