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DHLSX vs SAOIX
DHLSX vs SAOIX Comparison
Open Charts DHLSX vs SAOIX
Diamond Hill Long-Short I
Price$27.86
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets1.93B
NAA Opportunity Fund Institutional
Price$30.22
Change-$0.05 (-0.17%)
VolumeN/A
Net Assets35.13M
DHLSX vs SAOIX Comparison Chart
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DHLSX vs. SAOIX commentary
May 09, 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 SAOIX is a Buy.
FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 1.93B vs. SAOIX (35.1M). DHLSX pays higher dividends than SAOIX: DHLSX (2.24) vs SAOIX (0.95). DHLSX was incepted earlier than SAOIX: DHLSX (20 years) vs SAOIX (17 years). SAOIX (1.47) and DHLSX (1.46) have similar cost to investors . SAOIX is a more actively managed with annual turnover of: 306.00 vs. DHLSX (46.00). DHLSX has a lower initial minimum investment than SAOIX: DHLSX (2500) vs SAOIX (2000000). DHLSX annual gain was more profitable for investors over the last year : -3.69 vs. SAOIX (-4.37). DHLSX (31.06) and SAOIX (30.82) have equivalent 5 years return.
| DHLSX | SAOIX | DHLSX / SAOIX | |
| Total Expense Ratio | 1.46 | 1.41 | 104% |
| Annual Report Gross Expense Ratio | 1.46 | 1.47 | 99% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 2.211 | -3.198 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 35.1M | 5,490% |
| Annual Yield % from dividends | 2.24 | 0.95 | 235% |
| Returns for 1 year | -3.69 | -4.37 | 84% |
| Returns for 3 years | 7.85 | 13.82 | 57% |
| Returns for 5 years | 31.06 | 30.82 | 101% |
| Returns for 10 years | 21.25 | 21.41 | 99% |
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