DGIFX vs. MHELX
DGIFX (Disciplined Growth Investors Fund) and MHELX (MH Elite Small Cap Fund of Funds Fund) are both Diversified Portfolio funds. Over the past 10 years, DGIFX returned 12.00%/yr vs 8.68%/yr for MHELX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. DGIFX charges 0.78%/yr vs 1.25%/yr for MHELX.
Performance
DGIFX vs. MHELX - Performance Comparison
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Returns By Period
In the year-to-date period, DGIFX achieves a 15.68% return, which is significantly lower than MHELX's 17.05% return. Over the past 10 years, DGIFX has outperformed MHELX with an annualized return of 12.00%, while MHELX has yielded a comparatively lower 8.68% annualized return.
DGIFX
- 1D
- 1.07%
- 1M
- 0.85%
- 6M
- 10.78%
- YTD
- 15.68%
- 1Y
- 18.01%
- 3Y*
- 13.26%
- 5Y*
- 9.31%
- 10Y*
- 12.00%
- ALL TIME*
- 11.61%
MHELX
- 1D
- 1.87%
- 1M
- -3.34%
- 6M
- 10.45%
- YTD
- 17.05%
- 1Y
- 30.08%
- 3Y*
- 11.86%
- 5Y*
- 4.92%
- 10Y*
- 8.68%
- ALL TIME*
- 7.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DGIFX vs. MHELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DGIFX Disciplined Growth Investors Fund | 15.68% | 3.54% | 21.13% | 33.10% | -18.35% | 9.59% | 24.07% | 23.97% | -2.39% | 14.86% |
MHELX MH Elite Small Cap Fund of Funds Fund | 17.05% | 3.45% | 12.51% | 16.30% | -20.27% | 14.07% | 20.57% | 22.49% | -12.76% | 12.42% |
Correlation
The correlation between DGIFX and MHELX is -0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.11 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.46 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.64 |
Correlation (All Time) Calculated using the full available price history since Aug 12, 2011 | 0.72 |
The correlation between DGIFX and MHELX shifts across timeframes, from -0.03 (1 year) to 0.72 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DGIFX vs. MHELX — Risk / Return Rank
DGIFX
MHELX
DGIFX vs. MHELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Disciplined Growth Investors Fund (DGIFX) and MH Elite Small Cap Fund of Funds Fund (MHELX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DGIFX | MHELX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.48 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.28 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.50 | 3.45 | -1.95 |
| Martin ratioReturn relative to average drawdown | 4.40 | 10.94 | -6.54 |
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Drawdowns
DGIFX vs. MHELX - Drawdown Comparison
The maximum DGIFX drawdown since its inception was -30.93%, smaller than the maximum MHELX drawdown of -61.24%. Use the drawdown chart below to compare losses from any high point for DGIFX and MHELX.
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Drawdown Indicators
| DGIFX | MHELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.93% | -61.24% | +30.31% |
Max Drawdown (1Y)Largest decline over 1 year | -10.91% | -8.52% | -2.39% |
Max Drawdown (3Y)Largest decline over 3 years | -30.93% | -30.81% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -30.93% | -32.01% | +1.08% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -39.02% | +8.09% |
Current DrawdownCurrent decline from peak | -1.50% | -4.38% | +2.88% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -12.87% | +7.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 2.69% | +1.03% |
Volatility
DGIFX vs. MHELX - Volatility Comparison
The current volatility for Disciplined Growth Investors Fund (DGIFX) is 3.71%, while MH Elite Small Cap Fund of Funds Fund (MHELX) has a volatility of 4.50%. This indicates that DGIFX experiences smaller price fluctuations and is considered to be less risky than MHELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DGIFX | MHELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 4.50% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 12.11% | 12.96% | -0.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 19.76% | -3.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.22% | 21.05% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.70% | 20.96% | -2.26% |
DGIFX vs. MHELX - Expense Ratio Comparison
DGIFX has a 0.78% expense ratio, which is lower than MHELX's 1.25% expense ratio.
Dividends
DGIFX vs. MHELX - Dividend Comparison
DGIFX's dividend yield for the trailing twelve months is around 7.15%, more than MHELX's 6.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGIFX Disciplined Growth Investors Fund | 7.15% | 8.29% | 20.95% | 2.78% | 2.21% | 11.12% | 10.09% | 3.53% | 3.74% | 4.29% | 0.00% | 0.00% |
MHELX MH Elite Small Cap Fund of Funds Fund | 6.16% | 0.00% | 2.19% | 0.00% | 14.45% | 5.03% | 2.70% | 6.13% | 0.00% | 5.17% | 5.51% | 6.93% |
Frequently Asked Questions
DGIFX and MHELX have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MHELX has higher volatility (4.50%) compared to DGIFX (3.71%). In terms of maximum drawdown, DGIFX dropped -30.93% vs MHELX's -61.24%.
MHELX currently has the higher Sharpe Ratio (1.49 vs 1.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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