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DHLSX vs WPOIX
DHLSX vs WPOIX Comparison
Open Charts DHLSX vs WPOIX
Diamond Hill Long-Short I
Price$27.06
Change+$0.22 (+0.82%)
VolumeN/A
Net Assets1.93B
Weitz Partners III Opportunity Investor
Price$11.11
Change+$0.15 (+1.37%)
VolumeN/A
Net Assets383.3M
DHLSX vs WPOIX Comparison Chart
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DHLSX vs. WPOIX commentary
Apr 24, 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 WPOIX is a Buy.
FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 1.93B vs. WPOIX (383M). DHLSX pays higher dividends than WPOIX: DHLSX (2.21) vs WPOIX (0.00). DHLSX was incepted earlier than WPOIX: DHLSX (20 years) vs WPOIX (14 years). WPOIX (1.92) is less costly to investors than DHLSX (1.46). DHLSX is a more actively managed with annual turnover of: 46.00 vs. WPOIX (19.00). DHLSX (2500) and WPOIX (2500) have matching initial minimum investment requirements. WPOIX annual gain was more profitable for investors over the last year : -5.27 vs. DHLSX (-6.24). DHLSX return over 5 years is better than : 31.32 vs. WPOIX (-18.27).
| DHLSX | WPOIX | DHLSX / WPOIX | |
| Total Expense Ratio | 1.46 | 1.92 | 76% |
| Annual Report Gross Expense Ratio | 1.46 | 1.92 | 76% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | -1.105 | -7.976 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 383M | 503% |
| Annual Yield % from dividends | 2.21 | 0.00 | - |
| Returns for 1 year | -6.24 | -5.27 | 118% |
| Returns for 3 years | 1.83 | -15.89 | -12% |
| Returns for 5 years | 31.32 | -18.27 | -171% |
| Returns for 10 years | 17.46 | -36.46 | -48% |
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