DSEEX vs DHLRX

Both DHLRX and DSEEX are mutual funds. DHLRX has a lower 5-year return than DSEEX (15.58% vs 18.84%). DHLRX has a higher expense ratio than DSEEX (0.67% vs 0.53%). Below is the comparison between DHLRX and DSEEX.

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DHLRX DSEEX
Security Type Mutual fund Mutual fund
Finny Score N/A N/A
Category Large Value Large Value
Family Diamond Hill Funds DoubleLine
Net Assets $6.61B $6.23B
Expense Ratio 0.67% 0.53%
Management Style active active
30-Day Yield 1.00% 2.15%
Minimum Investment $2,500 $100,000
YTD Return 16.29% 12.06%
1-Year Return 58.33% 63.85%
3-Year Return 16.72% 18.61%
5-Year Return 15.58% 18.84%
10-Year Return 12.90% 0.00%

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 16.29%
1-Month Return 4.34%
3-Month Return 13.98%
1-Year Return 58.33%
3-Year Return 16.72%
5-Year Return 15.58%
10-Year Return 12.90%
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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DSEEX

DSEEX description

The Fund seeks total return which exceeds the total return of its benchmark index. The Fund uses derivatives, or combination of derivatives and direct investments, that tracks closely the performance of the Index. The Fund will also invest in a portfolio of debt securities to provide additional long-term total return.

DSEEX performance & returns
YTD Return 12.06%
1-Month Return 4.18%
3-Month Return 10.67%
1-Year Return 63.85%
3-Year Return 18.61%
5-Year Return 18.84%
10-Year Return 0.00%
DSEEX expense ratio is 0.53%.

DSEEX holdings

Top 10 Holdings (8.00% of Total Assets)

Name Symbol % Assets
DBULX DBULX 2.34%
MVRXX MVRXX 1.89%
MGMXX MGMXX 1.89%
FGUXX FGUXX 1.89%

DSEEX pros

The following are DSEEX strengths from our perspective:

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

DSEEX cons

The following are DSEEX weaknesses from our perspective:

  • DSEEX expense ratio is 0.53%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant DSEEX comparisons

You may also want to check out the following DSEEX 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.