Ad is loading...
DHLSX vs LSOFX
DHLSX vs LSOFX Comparison
Open Charts DHLSX vs LSOFX
Diamond Hill Long-Short I
Price$29.97
Change-$0.09 (-0.30%)
VolumeN/A
CapitalizationN/A
LS Opportunity Fund Institutional Class
Price$18.85
Change-$0.05 (-0.26%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DHLSX vs LSOFX Comparison Chart
Loading...
DHLSX vs. LSOFX 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 LSOFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 1.83B vs. LSOFX (204M). DHLSX pays higher dividends than LSOFX: DHLSX (2.02) vs LSOFX (0.00). DHLSX was incepted earlier than LSOFX: DHLSX (20 years) vs LSOFX (14 years). LSOFX is a more actively managed with annual turnover of: 74.68 vs. DHLSX (41.00). DHLSX has a lower initial minimum investment than LSOFX: DHLSX (2500) vs LSOFX (5000). LSOFX (16.29) and DHLSX (16.17) have marching annual gain over last year. LSOFX return over 5 years is better than : 29.02 vs. DHLSX (12.72).
| DHLSX | LSOFX | DHLSX / LSOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 11.289 | 11.209 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 204M | 896% |
| Annual Yield % from dividends | 2.02 | 0.00 | - |
| Returns for 1 year | 16.17 | 16.29 | 99% |
| Returns for 3 years | 2.13 | 16.72 | 13% |
| Returns for 5 years | 12.72 | 29.02 | 44% |
| Returns for 10 years | 32.97 | 44.33 | 74% |
View a ticker or compare two or three
VS
VS
Ad is loading...