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 | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | DHTAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | DHTAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | DHTAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | DHTAX vs MYISX | |
| 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 24. There are 93 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 89 | — | Nov 2001 | DHTAX vs SMVTX | |
| Invesco Value Opportunities Fund Class Y | 87 | — | Mar 2005 | DHTAX vs VVOIX | |
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | DHTAX vs VVOAX | |
| Invesco V.I. American Value Fund | 87 | — | Jan 1997 | DHTAX vs UMCVX | |
| Harbor Mid Cap Value Fund | 86 | — | Mar 2002 | DHTAX vs HAMVX |
Top Performing DHTAX Alternatives (YTD)
DHTAX is at 2.32% YTD. There are 107 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco V.I. American Value Fund | 24.24% | — | Jan 1997 | DHTAX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.11% | — | Mar 2005 | DHTAX vs VVOIX | |
| Invesco Value Opportunities Fund | 23.96% | — | Jun 2001 | DHTAX vs VVOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 21.54% | — | Nov 2001 | DHTAX vs SMVTX | |
| Fidelity Value Strategies Fund | 21.04% | — | Dec 1983 | DHTAX vs FSLSX |
Lowest Volatility Alternatives to DHTAX
DHTAX has 14.96% 1-year volatility. There are 70 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | DHTAX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.42% | — | Aug 2006 | DHTAX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.52% | — | Dec 2013 | DHTAX vs NMAVX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | DHTAX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.88% | — | 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 | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | DHTAX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | DHTAX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | DHTAX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | DHTAX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | DHTAX vs FRNKX |
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 | |
|---|---|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund | Short-Term Bond | 99 | 1.65% | — | Jul 2016 | DHTAX vs DHEAX | |
| Diamond Hill Long-Short Fund | Long-Short | 12 | -4.58% | — | Jun 2000 | DHTAX vs DIAMX | |
| Diamond Hill Large Cap Fund | Large Cap Value Equities | 5 | 0.22% | — | Jun 2001 | DHTAX vs DHLAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | Short-Term Bond | 99 | 1.78% | — | Jul 2016 | DHTAX vs DHEIX | |
| Diamond Hill Core Bond Fund | Intermediate Core Bond | 25 | 0.48% | — | Jul 2016 | DHTAX vs DHRAX | |
| Diamond Hill Small Cap Fund | Small Cap Value Equities | 52 | 15.54% | — | Dec 2000 | DHTAX vs DHSCX | |
| Diamond Hill Mid Cap Fund | Mid Cap Value Equities | 14 | 1.38% | — | Dec 2013 | DHTAX vs DHPAX | |
| Diamond Hill Small-Mid Cap Fund | Mid Cap Value Equities | 14 | 2.66% | — | Dec 2005 | DHTAX vs DHMAX | |
| Diamond Hill International Fund | Foreign Large Cap Equities | 45 | 11.36% | — | Jun 2019 | DHTAX vs DHIAX | |
| Diamond Hill Small Cap Fund Class I | Small Cap Value Equities | 53 | 15.68% | — | 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.
Compare DHTAX with Any Fund or Stock
Compare DHTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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