Correlation
The correlation between ARSQX and DHLAX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
ARSQX vs. DHLAX
Compare and contrast key facts about Aristotle Value Equity Fund (ARSQX) and Diamond Hill Large Cap Fund (DHLAX).
ARSQX is managed by Aristotle. It was launched on Aug 31, 2016. DHLAX is managed by Diamond Hill. It was launched on Jun 29, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARSQX or DHLAX.
Performance
ARSQX vs. DHLAX - Performance Comparison
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Key characteristics
Returns By Period
ARSQX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
DHLAX
1.24%
2.61%
-4.44%
5.51%
6.74%
11.07%
8.96%
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ARSQX vs. DHLAX - Expense Ratio Comparison
ARSQX has a 0.69% expense ratio, which is lower than DHLAX's 0.96% expense ratio.
Risk-Adjusted Performance
ARSQX vs. DHLAX — Risk-Adjusted Performance Rank
ARSQX
DHLAX
ARSQX vs. DHLAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aristotle Value Equity Fund (ARSQX) and Diamond Hill Large Cap Fund (DHLAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
ARSQX vs. DHLAX - Dividend Comparison
ARSQX has not paid dividends to shareholders, while DHLAX's dividend yield for the trailing twelve months is around 10.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSQX Aristotle Value Equity Fund | 0.00% | 0.00% | 1.17% | 1.92% | 2.28% | 0.51% | 0.89% | 1.33% | 0.94% | 0.26% | 0.00% | 0.00% |
DHLAX Diamond Hill Large Cap Fund | 10.19% | 10.32% | 3.08% | 6.34% | 7.28% | 3.01% | 4.50% | 4.28% | 4.53% | 6.30% | 4.79% | 4.41% |
Drawdowns
ARSQX vs. DHLAX - Drawdown Comparison
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Volatility
ARSQX vs. DHLAX - Volatility Comparison
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