DHTAX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to DHTAX

DHTAX charges 1.16% annually. There are 86 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FIMVX	Fidelity Mid Cap Value Index Fund	0.05%	—	Jul 2019	DHTAX vs FIMVX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	0.07%	36.60B	Sep 2011	DHTAX vs VMVAX
VMFVX	Vanguard S&P Mid-Cap 400 Value Index Fund Institut...	0.08%	—	Nov 2010	DHTAX vs VMFVX
MYISX	Victory Integrity Small/Mid-Cap Value Fund	0.09%	—	Jul 2011	DHTAX vs MYISX
VMVIX	Vanguard Mid-Cap Value Index Fund	0.19%	—	Aug 2006	DHTAX vs VMVIX

Best Risk-Adjusted Alternatives to DHTAX

DHTAX has a PortfoliosLab risk / return rank of 22. There are 98 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
HAMVX	Harbor Mid Cap Value Fund	92	—	Mar 2002	DHTAX vs HAMVX
NAMAX	Columbia Select Mid Cap Value Fund	89	—	Nov 2001	DHTAX vs NAMAX
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	87	—	Aug 1998	DHTAX vs NCBVX
FIUSX	Delaware Opportunity Fund	86	—	Aug 1992	DHTAX vs FIUSX
FCMVX	Fidelity Mid Cap Value K6 Fund	85	—	May 2017	DHTAX vs FCMVX

Top Performing DHTAX Alternatives (YTD)

DHTAX is at 5.17% YTD. There are 111 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.40%.

Symbol	Name	YTD Return	AUM	Inception
FSLSX	Fidelity Value Strategies Fund	26.40%	—	Dec 1983	DHTAX vs FSLSX
FASOX	Fidelity Advisor Value Strategies Fund Class I	26.38%	—	Jul 1995	DHTAX vs FASOX
FSOAX	Fidelity Advisor Value Strategies Fund Class A	26.18%	—	Sep 1996	DHTAX vs FSOAX
FASPX	Fidelity Advisor Value Strategies Fund Class M	26.04%	—	Aug 1986	DHTAX vs FASPX
FVCSX	Fidelity Advisor Value Strategies Fund Class C	25.70%	—	Aug 2001	DHTAX vs FVCSX

Lowest Volatility Alternatives to DHTAX

DHTAX has 14.66% 1-year volatility. There are 64 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.50%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	11.50%	36.60B	Sep 2011	DHTAX vs VMVAX
VMVIX	Vanguard Mid-Cap Value Index Fund	11.50%	—	Aug 2006	DHTAX vs VMVIX
NMAVX	Nuance Mid Cap Value Fund	11.80%	—	Dec 2013	DHTAX vs NMAVX
ACMVX	American Century Mid Cap Value Fund	11.82%	5.65B	Mar 2004	DHTAX vs ACMVX
ACLAX	American Century Mid Cap Value Fund A Class	11.84%	—	Mar 2004	DHTAX vs ACLAX

Lowest Drawdown Alternatives to DHTAX

DHTAX has a 1-year max drawdown of -7.80%. There are 24 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	-6.31%	—	Aug 1998	DHTAX vs NCBVX
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	-6.51%	—	Dec 2006	DHTAX vs GTTMX
FIUSX	Delaware Opportunity Fund	-6.75%	—	Aug 1992	DHTAX vs FIUSX
HAMVX	Harbor Mid Cap Value Fund	-6.84%	—	Mar 2002	DHTAX vs HAMVX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	-6.95%	36.60B	Sep 2011	DHTAX vs VMVAX

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
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	Short-Term Bond	99	1.99%	—	Jul 2016	DHTAX vs DHEAX
DIAMX	Diamond Hill Long-Short Fund	Long-Short	7	-4.78%	—	Jun 2000	DHTAX vs DIAMX
DHLAX	Diamond Hill Large Cap Fund	Large Cap Value Equities	6	3.22%	—	Jun 2001	DHTAX vs DHLAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	Short-Term Bond	99	2.14%	—	Jul 2016	DHTAX vs DHEIX
DHRAX	Diamond Hill Core Bond Fund	Intermediate Core Bond	25	0.21%	—	Jul 2016	DHTAX vs DHRAX
DHSCX	Diamond Hill Small Cap Fund	Small Cap Value Equities	69	24.98%	—	Dec 2000	DHTAX vs DHSCX
DHPAX	Diamond Hill Mid Cap Fund	Mid Cap Value Equities	19	5.94%	—	Dec 2013	DHTAX vs DHPAX
DHMAX	Diamond Hill Small-Mid Cap Fund	Mid Cap Value Equities	15	7.09%	—	Dec 2005	DHTAX vs DHMAX
DHIAX	Diamond Hill International Fund	Foreign Large Cap Equities	39	8.53%	—	Jun 2019	DHTAX vs DHIAX
DHSIX	Diamond Hill Small Cap Fund Class I	Small Cap Value Equities	70	25.18%	—	Dec 2000	DHTAX vs DHSIX

Often Compared With DHTAX

Investors most often compare DHTAX with BBVSX, IVOIX, BFGFX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BBVSX	Bridge Builder Small/Mid Cap Value Fund	Mid Cap Value Equities	9	15.71%	—	Apr 2015	DHTAX vs BBVSX
IVOIX	Delaware Ivy Mid Cap Income Opportunities Fund	Mid Cap Value Equities	17	9.78%	—	Oct 2014	DHTAX vs IVOIX
BFGFX	Baron Focused Growth Fund	Mid Cap Growth Equities	27	4.50%	—	Jun 2008	DHTAX vs BFGFX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	11.28%	783.21B	Jan 1993	DHTAX vs SPY
QGRO	American Century U.S. Quality Growth ETF	Large Cap Growth Equities	19	1.67%	2.03B	Sep 2018	DHTAX vs QGRO
MDYG	SPDR S&P 400 Mid Cap Growth ETF	Mid Cap Growth Equities	57	17.54%	2.86B	Nov 2005	DHTAX vs MDYG
QQQ	Invesco QQQ ETF	Nasdaq-100	59	17.11%	481.14B	Mar 1999	DHTAX vs QQQ
VOE	Vanguard Mid-Cap Value ETF	Mid Cap Value Equities	85	14.53%	36.60B	Aug 2006	DHTAX vs VOE
DFFVX	DFA U.S. Targeted Value Portfolio Institutional Cl...	Small Cap Value Equities	62	18.29%	16.13B	Feb 2000	DHTAX vs DFFVX
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	85	23.01%	28.73B	Sep 2019	DHTAX vs AVUV
FRNKX	Frank Value Fund	Mid Cap Value Equities	39	14.72%	—	Jul 2004	DHTAX vs FRNKX
JMVYX	JPMorgan Mid Cap Value Fund Class R6	Mid Cap Value Equities	36	11.42%	—	Nov 1997	DHTAX vs JMVYX
DFSV	Dimensional US Small Cap Value ETF	Small Cap Value Equities	78	20.04%	7.97B	Feb 2022	DHTAX vs DFSV
RSVAX	Victory RS Value Fund	Mid Cap Value Equities	20	8.01%	—	Jun 1993	DHTAX vs RSVAX
SMVTX	Virtus Ceredex Mid-Cap Value Equity Fund	Mid Cap Value Equities	85	19.94%	—	Nov 2001	DHTAX vs SMVTX
DHLRX	Diamond Hill Large Cap Fund Class I	Large Cap Value Equities	7	3.33%	—	Jan 2005	DHTAX vs DHLRX
AVALX	Aegis Value Fund	Small Cap Value Equities	92	15.97%	—	May 1998	DHTAX vs AVALX
AMDVX	American Century Mid Cap Value R6	Mid Cap Value Equities	44	12.93%	—	Jul 2013	DHTAX vs AMDVX
ARFFX	Ariel Focus Fund	Mid Cap Value Equities	78	11.38%	—	Jun 2005	DHTAX vs ARFFX
NQVRX	Nuveen Multi Cap Value Fund	Mid Cap Value Equities	82	15.23%	—	Nov 1997	DHTAX vs NQVRX

Compare DHTAX with Any Fund or Stock

Compare DHTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair DHTAX with funds that move differently

Diamond Hill All Cap Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DHTAX.

Explore DHTAX Diversifiers

Diamond Hill All Cap Select Fund (DHTAX) Alternatives