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.
| 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 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
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 holdings
Top 10 Holdings (35.16% of Total Assets)
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
- DODGX vs VTV
- DODGX vs FXAIX
- DODGX vs SPY
- DODGX vs VOO
- DODGX vs VFIAX
- DODGX vs AWSHX
- DODGX vs AMRMX
- DODGX vs GSFTX
- DODGX vs MADVX
- DODGX vs PRFDX
- DODGX vs NBPIX
- DODGX vs SFLNX
- DODGX vs DHLRX
- DODGX vs FEQIX
- DODGX vs DSEEX