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DHLSX vs SAOIX
DHLSX vs SAOIX Comparison
Open Charts DHLSX vs SAOIX
Diamond Hill Long-Short I
Price$30.20
Change-$0.16 (-0.53%)
VolumeN/A
Net Assets1.94B
NAA Opportunity Institutional
Price$30.52
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets35.22M
DHLSX vs SAOIX Comparison Chart in %
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DHLSX vs. SAOIX commentary
Sep 08, 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 StrongBuy and SAOIX is a Buy.
FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 1.95B vs. SAOIX (35.2M). DHLSX pays higher dividends than SAOIX: DHLSX (2.05) vs SAOIX (0.93). DHLSX was incepted earlier than SAOIX: DHLSX (21 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 : 3.90 vs. SAOIX (-4.03). DHLSX return over 5 years is better than : 30.62 vs. SAOIX (27.92).
| DHLSX | SAOIX | DHLSX / SAOIX | |
| Total Expense Ratio | 1.46 | 1.41 | 104% |
| Annual Report Gross Expense Ratio | 1.46 | 1.47 | 99% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 11.275 | -2.398 | -470% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 35.2M | 5,526% |
| Annual Yield % from dividends | 2.05 | 0.93 | 221% |
| Returns for 1 year | 3.90 | -4.03 | -97% |
| Returns for 3 years | 20.89 | 25.79 | 81% |
| Returns for 5 years | 30.62 | 27.92 | 110% |
| Returns for 10 years | 37.41 | 25.30 | 148% |
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