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DHLSX vs FVALX
DHLSX vs FVALX Comparison
Open Charts DHLSX vs FVALX
Diamond Hill Long-Short I
Price$29.97
Change-$0.09 (-0.30%)
VolumeN/A
CapitalizationN/A
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DHLSX vs FVALX Comparison Chart
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DHLSX vs. FVALX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DHLSX is a StrongBuy and FVALX is a Buy.
FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 1.83B vs. FVALX (3.23M). FVALX pays higher dividends than DHLSX: FVALX (3.12) vs DHLSX (2.02). DHLSX was incepted earlier than FVALX: DHLSX (20 years) vs FVALX (25 years). FVALX is a more actively managed with annual turnover of: 117.75 vs. DHLSX (41.00). FVALX has a lower initial minimum investment than DHLSX: FVALX (1000) vs DHLSX (2500). DHLSX annual gain was more profitable for investors over the last year : 16.17 vs. FVALX (8.03). DHLSX return over 5 years is better than : 12.72 vs. FVALX (-43.67).
| DHLSX | FVALX | DHLSX / FVALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 11.289 | 9.237 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 3.23M | 56,542% |
| Annual Yield % from dividends | 2.02 | 3.12 | 65% |
| Returns for 1 year | 16.17 | 8.03 | 201% |
| Returns for 3 years | 2.13 | 5.94 | 36% |
| Returns for 5 years | 12.72 | -43.67 | -29% |
| Returns for 10 years | 32.97 | -47.81 | -69% |
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