Diamond Hill Large Cap Fund Class I (DHLRX) 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 DHLRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DHLRX
DHLRX charges 0.67% annually. There are 103 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 | DHLRX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DHLRX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DHLRX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DHLRX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | DHLRX vs VVIAX |
Best Risk-Adjusted Alternatives to DHLRX
DHLRX has a PortfoliosLab risk / return rank of 7. There are 313 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 | DHLRX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DHLRX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | DHLRX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | DHLRX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | DHLRX vs AVLVX |
Top Performing DHLRX Alternatives (YTD)
DHLRX is at 3.33% YTD. There are 307 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | DHLRX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | DHLRX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | DHLRX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | DHLRX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | DHLRX vs YAFFX |
Lowest Volatility Alternatives to DHLRX
DHLRX has 11.45% 1-year volatility. There are 177 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 | DHLRX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | DHLRX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | DHLRX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | DHLRX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | DHLRX vs TWEIX |
Lowest Drawdown Alternatives to DHLRX
DHLRX has a 1-year max drawdown of -8.34%. There are 244 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 | DHLRX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DHLRX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DHLRX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DHLRX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DHLRX vs SVAIX |
Other Mutual Funds from Diamond Hill
The 10 most viewed Diamond Hill mutual funds shown here include DHEAX, DIAMX, DHLAX and span 7 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 | DHLRX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 7 | -4.78% | — | Jun 2000 | DHLRX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 6 | 3.22% | — | Jun 2001 | DHLRX vs DHLAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 2.14% | — | Jul 2016 | DHLRX vs DHEIX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 22 | 5.17% | — | Dec 2005 | DHLRX vs DHTAX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 25 | 0.21% | — | Jul 2016 | DHLRX vs DHRAX | |
| Diamond Hill Small Cap Fund | Small Cap Value Equities | 69 | 24.98% | — | Dec 2000 | DHLRX vs DHSCX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 19 | 5.94% | — | Dec 2013 | DHLRX vs DHPAX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 15 | 7.09% | — | Dec 2005 | DHLRX vs DHMAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 39 | 8.53% | — | Jun 2019 | DHLRX vs DHIAX |
Often Compared With DHLRX
Investors most often compare DHLRX with AUXFX, TOWFX, NEIMX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DHLRX with Any Fund or Stock
Compare DHLRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DHLRX with funds that move differently
Diamond Hill Large Cap Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DHLRX.
Explore DHLRX Diversifiers