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DHLSX vs LSOFX
DHLSX vs LSOFX Comparison
Open Charts DHLSX vs LSOFX
Diamond Hill Long-Short I
Price$27.96
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets1.95B
LS Opportunity Fund Institutional Class
Price$18.32
Change-$0.10 (-0.54%)
VolumeN/A
Net Assets203.08M
DHLSX vs LSOFX Comparison Chart
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DHLSX vs. LSOFX commentary
Mar 11, 2025
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 Buy and LSOFX is a Buy.
FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 1.95B vs. LSOFX (203M). DHLSX pays higher dividends than LSOFX: DHLSX (2.19) vs LSOFX (0.76). DHLSX was incepted earlier than LSOFX: DHLSX (20 years) vs LSOFX (14 years). LSOFX (2.75) is less costly to investors than DHLSX (1.46). LSOFX (46.61) and DHLSX (46.00) have comparable annual turnover. DHLSX has a lower initial minimum investment than LSOFX: DHLSX (2500) vs LSOFX (5000). LSOFX annual gain was more profitable for investors over the last year : 3.63 vs. DHLSX (0.16). LSOFX return over 5 years is better than : 31.82 vs. DHLSX (25.33).
| DHLSX | LSOFX | DHLSX / LSOFX | |
| Total Expense Ratio | 1.46 | 2.70 | 54% |
| Annual Report Gross Expense Ratio | 1.46 | 2.75 | 53% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 3.021 | 1.320 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 203M | 961% |
| Annual Yield % from dividends | 2.19 | 0.76 | 288% |
| Returns for 1 year | 0.16 | 3.63 | 4% |
| Returns for 3 years | 6.70 | 17.84 | 38% |
| Returns for 5 years | 25.33 | 31.82 | 80% |
| Returns for 10 years | 25.63 | 44.55 | 58% |