Diamond Hill Mid Cap Fund (DHPAX) Alternatives
Diamond Hill Mid Cap Fund (DHPAX) belongs to the Mid 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 DHPAX. 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 DHPAX
DHPAX charges 1.07% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among DHPAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | DHPAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DHPAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | DHPAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | DHPAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | DHPAX vs VMVIX |
Best Risk-Adjusted Alternatives to DHPAX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | DHPAX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | DHPAX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | DHPAX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | DHPAX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | DHPAX vs VVOAX |
Top Performing DHPAX Alternatives (YTD)
DHPAX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | DHPAX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | DHPAX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | DHPAX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | DHPAX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | DHPAX vs HWMIX |
Lowest Volatility Alternatives to DHPAX
DHPAX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | DHPAX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | DHPAX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | DHPAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | DHPAX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | DHPAX vs RSVAX |
Lowest Drawdown Alternatives to DHPAX
DHPAX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | DHPAX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | DHPAX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | DHPAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | DHPAX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | DHPAX vs CISMX |
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 | 0.75% | Jul 5, 2016 | DHPAX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 46 | -6.15% | Jun 29, 2000 | DHPAX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 6 | -4.09% | Jun 29, 2001 | DHPAX vs DHLAX | |
| Diamond Hill All Cap Select Fund | Mid Cap Value Equities | 39 | -2.20% | Dec 30, 2005 | DHPAX vs DHTAX | |
| Diamond Hill Small Cap Fund | Small Cap Value Equities | 69 | 0.74% | Dec 29, 2000 | DHPAX vs DHSCX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 0.82% | Jul 5, 2016 | DHPAX vs DHEIX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 33 | -5.16% | Dec 30, 2005 | DHPAX vs DHMAX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 58 | 0.05% | Jul 5, 2016 | DHPAX vs DHRAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 80 | 0.72% | Jun 28, 2019 | DHPAX vs DHIAX | |
| Diamond Hill Large Cap Fund Class I | Large Cap Value Equities | 6 | -4.02% | Jan 31, 2005 | DHPAX vs DHLRX |
Often Compared With DHPAX
What investors most often compare with DHPAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Diamond Hill Small Cap Fund Class I | Small Cap Value Equities | 68 | 0.83% | Dec 29, 2000 | DHPAX vs DHSIX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | DHPAX vs NAMAX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | DHPAX vs VVOIX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | DHPAX vs CIMDX |
Compare DHPAX with Any Fund or Stock
Compare DHPAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.