DODGX vs DHLRX

Both DHLRX and DODGX are mutual funds. DHLRX has a lower 5-year return than DODGX (14.45% vs 15.86%). DHLRX has a higher expense ratio than DODGX (0.67% vs 0.52%). Below is the comparison between DHLRX and DODGX.

Together with FinMasters
Stock Wars
Pick any two stocks and find out how much money each would've made you had you purchased them at the same time.
DHLRX DODGX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Diamond Hill Funds Dodge & Cox
Net Assets $6.61B $85.09B
Expense Ratio 0.67% 0.52%
Management Style active active
30-Day Yield 1.00% 1.35%
Minimum Investment $2,500 $2,500
YTD Return 10.66% 15.86%
1-Year Return 64.77% 75.26%
3-Year Return 14.40% 13.59%
5-Year Return 14.45% 15.86%
10-Year Return 12.57% 12.96%

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

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

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

DODGX

DODGX description

The Fund seeks long-term growth of principal and income. A secondary objective is to achieve a reasonable current income.

DODGX performance & returns

YTD Return 15.86%
1-Month Return 6.02%
3-Month Return 15.86%
1-Year Return 75.26%
3-Year Return 13.59%
5-Year Return 15.86%
10-Year Return 12.96%
DODGX expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (35.16% of Total Assets)

Name Symbol % Assets
WFC WFC 4.21%
TWC TWC 4.15%
COF COF 3.97%
SCHW SCHW 3.83%
HPE HPE 3.49%
GOOG GOOG 3.24%
CMCSA CMCSA 3.19%
MET MET 3.09%
HPQ HPQ 3.01%
MSFT MSFT 3.00%

DODGX pros

The following are DODGX strengths from our perspective:

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

DODGX cons

The following are DODGX weaknesses from our perspective:

  • DODGX expense ratio is 0.52%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant DODGX comparisons

You may also want to check out the following DODGX 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.