DIAYX
Price
$28.16
Change
+$0.10 (+0.36%)
Updated
May 9 closing price
Net Assets
1.88B
FVRLX
Price
$6.33
Change
-$0.00 (-0.00%)
Updated
May 9 closing price
Net Assets
5.1M
Ad is loading...

DIAYX vs FVRLX

Header iconDIAYX vs FVRLX Comparison
Open Charts DIAYX vs FVRLXBanner chart's image
Diamond Hill Long-Short Y
Price$28.16
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets1.88B
Forester Value R
Price$6.33
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.1M
DIAYX vs FVRLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DIAYX vs. FVRLX commentary
May 12, 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 DIAYX is a Buy and FVRLX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
DIAYX has more cash in the bank: 1.88B vs. FVRLX (5.1M). DIAYX pays higher dividends than FVRLX: DIAYX (2.36) vs FVRLX (1.98). DIAYX was incepted earlier than FVRLX: DIAYX (13 years) vs FVRLX (14 years). FVRLX (1.52) is less costly to investors than DIAYX (1.34). DIAYX is a more actively managed with annual turnover of: 46.00 vs. FVRLX (7.13). FVRLX has a lower initial minimum investment than DIAYX: FVRLX (1000) vs DIAYX (500000). FVRLX annual gain was more profitable for investors over the last year : 17.76 vs. DIAYX (-3.19). DIAYX return over 5 years is better than : 33.03 vs. FVRLX (-38.19).
DIAYXFVRLXDIAYX / FVRLX
Total Expense Ratio1.341.5288%
Annual Report Gross Expense Ratio1.341.5288%
Fund Existence13 years14 years-
Gain YTD3.07517.22218%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.88B5.1M36,873%
Annual Yield % from dividends2.361.98119%
Returns for 1 year-3.1917.76-18%
Returns for 3 years9.284.25218%
Returns for 5 years33.03-38.19-86%
Returns for 10 years24.05-42.11-57%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AWTIX19.740.07
+0.36%
Virtus Duff & Phelps Water Inst
EFCNX19.190.05
+0.26%
Emerald Insights Investor
LGGAX65.020.13
+0.20%
ClearBridge International Growth A
LMREX30.320.05
+0.17%
ClearBridge Mid Cap R
SCECX11.88-0.01
-0.08%
Steward Values Enhanced SmMidCapI