Diamond Hill Large Cap Fund Class I (DHLRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DHLRX
DHLRX charges 0.67% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DHLRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DHLRX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DHLRX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DHLRX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DHLRX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | DHLRX vs VVIAX |
Best Risk-Adjusted Alternatives to DHLRX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | Mar 2, 2016 | DHLRX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | DHLRX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | DHLRX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | DHLRX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | DHLRX vs NEIMX |
Top Performing DHLRX Alternatives (YTD)
DHLRX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | DHLRX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | DHLRX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | DHLRX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | DHLRX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | DHLRX vs SVAIX |
Lowest Volatility Alternatives to DHLRX
DHLRX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | DHLRX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | DHLRX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | DHLRX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | DHLRX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | DHLRX vs ACIIX |
Lowest Drawdown Alternatives to DHLRX
DHLRX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | DHLRX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DHLRX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | DHLRX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DHLRX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DHLRX vs RIDAX |
Other Mutual Funds from Diamond Hill
Most popular Diamond Hill mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund | Short-Term Bond | 99 | 0.85% | Jul 5, 2016 | DHLRX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 52 | -4.94% | Jun 29, 2000 | DHLRX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 7 | -2.50% | Jun 29, 2001 | DHLRX vs DHLAX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 39 | -0.61% | Dec 30, 2005 | DHLRX vs DHTAX | |
| Diamond Hill Small Cap Fund | Small Cap Value Equities | 73 | 3.30% | Dec 29, 2000 | DHLRX vs DHSCX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 0.82% | Jul 5, 2016 | DHLRX vs DHEIX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 36 | -2.73% | Dec 30, 2005 | DHLRX vs DHMAX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 45 | 0.16% | Jul 5, 2016 | DHLRX vs DHRAX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 22 | -2.69% | Dec 31, 2013 | DHLRX vs DHPAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 86 | 3.40% | Jun 28, 2019 | DHLRX vs DHIAX |
Often Compared With DHLRX
What investors most often compare with DHLRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | DHLRX vs HFCVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | DHLRX vs PSECX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | DHLRX vs TILVX |
Compare DHLRX with Any Fund or Stock
Compare DHLRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.