Diamond Hill Large Cap Fund (DHLAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DHLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DHLAX
DHLAX charges 0.96% annually. There are 228 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DHLAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DHLAX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DHLAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DHLAX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | DHLAX vs VVIAX |
Best Risk-Adjusted Alternatives to DHLAX
DHLAX has a PortfoliosLab risk / return rank of 6. There are 314 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | DHLAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DHLAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | DHLAX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | DHLAX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | DHLAX vs AVLVX |
Top Performing DHLAX Alternatives (YTD)
DHLAX is at 3.19% YTD. There are 309 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | DHLAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | DHLAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | DHLAX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | DHLAX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | DHLAX vs YAFFX |
Lowest Volatility Alternatives to DHLAX
DHLAX has 11.45% 1-year volatility. There are 178 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | DHLAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | DHLAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | DHLAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | DHLAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | DHLAX vs TMMAX |
Lowest Drawdown Alternatives to DHLAX
DHLAX has a 1-year max drawdown of -8.36%. There are 247 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DHLAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DHLAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DHLAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DHLAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DHLAX vs SVAIX |
Other Mutual Funds from Diamond Hill
The 10 most viewed Diamond Hill mutual funds shown here include DHEAX, DIAMX, DHEIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund | Short-Term Bond | 99 | 1.99% | — | Jul 2016 | DHLAX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 7 | -5.07% | — | Jun 2000 | DHLAX vs DIAMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 2.14% | — | Jul 2016 | DHLAX vs DHEIX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 19 | 5.34% | — | Dec 2005 | DHLAX vs DHTAX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 23 | 0.32% | — | Jul 2016 | DHLAX vs DHRAX | |
| Diamond Hill Small Cap Fund | Small Cap Value Equities | 64 | 25.06% | — | Dec 2000 | DHLAX vs DHSCX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 17 | 5.76% | — | Dec 2013 | DHLAX vs DHPAX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 13 | 6.78% | — | Dec 2005 | DHLAX vs DHMAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 42 | 9.97% | — | Jun 2019 | DHLAX vs DHIAX | |
| Diamond Hill Small Cap Fund Class I | Small Cap Value Equities | 66 | 25.26% | — | Dec 2000 | DHLAX vs DHSIX |
Often Compared With DHLAX
Investors most often compare DHLAX with MGRAX, VINIX, VOO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare DHLAX with Any Fund or Stock
Compare DHLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DHLAX with funds that move differently
Diamond Hill Large Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DHLAX.
Explore DHLAX Diversifiers