DHLSX
Price
$31.90
Change
+$0.31 (+0.98%)
Updated
Aug 13 closing price
Net Assets
2.23B
LSOFX
Price
$15.02
Change
+$0.03 (+0.20%)
Updated
Aug 13 closing price
Net Assets
79.17M
Interact to see
Advertisement

DHLSX vs LSOFX

DHLSX vs LSOFX Comparison Chart in %
View a ticker or compare two or three
VS
DHLSX vs. LSOFX commentary
Aug 14, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 2.23B vs. LSOFX (79.2M). DHLSX pays higher dividends than LSOFX: DHLSX (1.59) vs LSOFX (0.63). DHLSX was incepted earlier than LSOFX: DHLSX (22 years) vs LSOFX (16 years). LSOFX (2.72) is less costly to investors than DHLSX (1.41). DHLSX (67.00) and LSOFX (65.66) have comparable annual turnover. DHLSX has a lower initial minimum investment than LSOFX: DHLSX (2500) vs LSOFX (5000). DHLSX annual gain was more profitable for investors over the last year : 7.26 vs. LSOFX (-19.69). DHLSX return over 5 years is better than : 8.14 vs. LSOFX (-9.12).
DHLSXLSOFXDHLSX / LSOFX
Total Expense Ratio1.412.6952%
Annual Report Gross Expense Ratio1.412.7252%
Fund Existence22 years16 years-
Gain YTD-0.692-16.6364%
Front LoadN/AN/A-
Min. Initial Investment2500500050%
Min. Initial Investment IRAN/AN/A-
Net Assets2.23B79.2M2,814%
Annual Yield % from dividends1.590.63252%
Returns for 1 year7.26-19.69-37%
Returns for 3 years27.37-7.23-378%
Returns for 5 years8.14-9.12-89%
Returns for 10 years39.9522.82175%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AFDCX49.140.24
+0.49%
American Century Large Cap Equity C
GGSOX18.42N/A
N/A
Grandeur Peak Global Stalwarts Investor
GMAPX37.12N/A
N/A
Goldman Sachs Small Cap Eq Insghts P
PCUZX77.50N/A
N/A
T. Rowe Price U.S. Equity Research Z
LSCRX23.59-0.01
-0.04%
Loomis Sayles Small Cap Value Retail