Diamond Hill Large Cap Fund Class Y (DHLYX) 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 DHLYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DHLYX
DHLYX charges 0.56% annually. There are 66 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 | DHLYX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DHLYX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DHLYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DHLYX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | DHLYX vs VVIAX |
Best Risk-Adjusted Alternatives to DHLYX
DHLYX has a PortfoliosLab risk / return rank of 13. There are 310 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | DHLYX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | DHLYX vs FGINX | |
| PIMCO RAE US Fund | 97 | — | Jun 2015 | DHLYX vs PKAIX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | DHLYX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | DHLYX vs MALVX |
Top Performing DHLYX Alternatives (YTD)
DHLYX is at 5.33% YTD. There are 309 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.57% | — | Jun 2015 | DHLYX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.11% | — | Nov 1935 | DHLYX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.65% | — | Jun 2005 | DHLYX vs PXTIX | |
| North Square Advisory Research Small Cap Value Fun... | 25.57% | — | Nov 2009 | DHLYX vs ADVGX | |
| Calvert US Large-Cap Value Responsible Index Fund | 25.19% | — | Jun 2015 | DHLYX vs CFJIX |
Lowest Volatility Alternatives to DHLYX
DHLYX has 11.49% 1-year volatility. There are 177 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.62%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | DHLYX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | DHLYX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | DHLYX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | DHLYX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | DHLYX vs ACIIX |
Lowest Drawdown Alternatives to DHLYX
DHLYX has a 1-year max drawdown of -8.31%. There are 239 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 | DHLYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DHLYX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DHLYX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DHLYX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DHLYX vs SVAIX |
Other Mutual Funds from Diamond Hill
The 10 most viewed Diamond Hill mutual funds shown here include DHEAX, DIAMX, DHEIX 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 | 2.30% | — | Jul 2016 | DHLYX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 14 | -2.68% | — | Jun 2000 | DHLYX vs DIAMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 2.45% | — | Jul 2016 | DHLYX vs DHEIX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 13 | 5.56% | — | Jun 2001 | DHLYX vs DHLAX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 35 | 8.27% | — | Dec 2005 | DHLYX vs DHTAX | |
| Diamond Hill Small Cap Fund | Small Cap Value Equities | 83 | 29.72% | — | Dec 2000 | DHLYX vs DHSCX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 27 | 0.21% | — | Jul 2016 | DHLYX vs DHRAX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 28 | 8.95% | — | Dec 2013 | DHLYX vs DHPAX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 21 | 10.09% | — | Dec 2005 | DHLYX vs DHMAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 45 | 8.82% | — | Jun 2019 | DHLYX vs DHIAX |
Compare DHLYX with Any Fund or Stock
Compare DHLYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DHLYX with funds that move differently
Diamond Hill Large Cap Fund Class Y alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DHLYX.
Explore DHLYX Diversifiers