Diamond Hill All Cap Select Fund (DHTAX) Alternatives
Diamond Hill All Cap Select Fund (DHTAX) 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 DHTAX. 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 DHTAX
DHTAX charges 1.16% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among DHTAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | DHTAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | DHTAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | DHTAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | DHTAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | DHTAX vs VMVIX |
Best Risk-Adjusted Alternatives to DHTAX
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 | DHTAX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | DHTAX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | DHTAX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | DHTAX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | DHTAX vs VVOAX |
Top Performing DHTAX Alternatives (YTD)
DHTAX 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 | DHTAX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | DHTAX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | DHTAX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | DHTAX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | DHTAX vs HWMIX |
Lowest Volatility Alternatives to DHTAX
DHTAX 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 | DHTAX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | DHTAX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | DHTAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | DHTAX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | DHTAX vs RSVAX |
Lowest Drawdown Alternatives to DHTAX
DHTAX 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 | DHTAX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | DHTAX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | DHTAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | DHTAX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | DHTAX 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 | DHTAX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 46 | -6.15% | Jun 29, 2000 | DHTAX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 6 | -4.09% | Jun 29, 2001 | DHTAX vs DHLAX | |
| Diamond Hill Small Cap Fund | Small Cap Value Equities | 69 | 0.74% | Dec 29, 2000 | DHTAX vs DHSCX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 0.82% | Jul 5, 2016 | DHTAX vs DHEIX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 33 | -5.16% | Dec 30, 2005 | DHTAX vs DHMAX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 58 | 0.05% | Jul 5, 2016 | DHTAX vs DHRAX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 20 | -5.01% | Dec 31, 2013 | DHTAX vs DHPAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 80 | 0.72% | Jun 28, 2019 | DHTAX vs DHIAX | |
| Diamond Hill Large Cap Fund Class I | Large Cap Value Equities | 6 | -4.02% | Jan 31, 2005 | DHTAX vs DHLRX |
Often Compared With DHTAX
What investors most often compare with DHTAX, based on PortfoliosLab usage data.
Compare DHTAX with Any Fund or Stock
Compare DHTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.