SFLNX vs DHLRX

Both DHLRX and SFLNX are mutual funds. DHLRX has a lower 5-year return than SFLNX (6.71% vs 9.56%). 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
Finny Score 20 75
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 3.37% 7.45%
1-Year Return 8.37% 14.20%
3-Year Return 9.54% 16.14%
5-Year Return 6.71% 9.56%
10-Year Return 9.13% 10.72%

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 3.37%
1-Month Return -1.12%
3-Month Return 0.10%
1-Year Return 8.37%
3-Year Return 9.54%
5-Year Return 6.71%
10-Year Return 9.13%
DHLRX expense ratio is 0.67%.

DHLRX holdings

Top 10 Holdings (31.49% of Total Assets)

Name Symbol % Assets
American International Group Inc AIG 4.71%
ConocoPhillips COP 4.25%
State Street Instl US Govt MMkt Premier GVMXX 3.08%
Abbott Laboratories ABT 3.05%
Bank of America Corp BAC 2.91%
KKR & Co Inc Ordinary Shares KKR 2.85%
PepsiCo Inc PEP 2.82%
NVR Inc NVR 2.64%
Chevron Corp CVX 2.61%
Texas Instruments Inc TXN 2.57%

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 3-year return is 9.54%, which is lower than the 3-year return of the benchmark index (Russell 1000 TR USD), 11.93%.
  • DHLRX 5-year return is 6.71%, which is lower than the 5-year return of the benchmark index (Russell 1000 TR USD), 12.07%.
  • DHLRX 10-year return is 9.13%, which is lower than the 10-year return of the benchmark index (Russell 1000 TR USD), 10.95%.
  • 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 7.45%
1-Month Return -0.84%
3-Month Return 0.67%
1-Year Return 14.20%
3-Year Return 16.14%
5-Year Return 9.56%
10-Year Return 10.72%
SFLNX expense ratio is 0.25%.

SFLNX holdings

Top 10 Holdings (19.93% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 4.54%
Microsoft Corp MSFT 2.65%
Meta Platforms Inc Class A META 1.97%
JPMorgan Chase & Co JPM 1.93%
Exxon Mobil Corp XOM 1.91%
Berkshire Hathaway Inc Class B BRK.B 1.65%
Intel Corp INTC 1.45%
Amazon.com Inc AMZN 1.30%
Walmart Inc WMT 1.26%
Alphabet Inc Class A GOOGL 1.26%

SFLNX pros

The following are SFLNX strengths from our perspective:

  • SFLNX 3-year return is 15.7%, which is higher than the 3-year return of the benchmark index (Russell RAFI US LC TR USD), 11.93%.
  • SFLNX 10-year return is 11.07%, which is higher than the 10-year return of the benchmark index (Russell RAFI US LC TR USD), 10.95%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

SFLNX cons

The following are SFLNX weaknesses from our perspective:

  • SFLNX 5-year return is 10.28%, which is lower than the 5-year return of the benchmark index (Russell RAFI US LC TR USD), 12.07%.

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.
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