DHLAX vs. MGRAX
Compare and contrast key facts about Diamond Hill Large Cap Fund (DHLAX) and MFS International Growth Fund (MGRAX).
DHLAX is managed by Diamond Hill. It was launched on Jun 29, 2001. MGRAX is managed by MFS. It was launched on Oct 23, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DHLAX or MGRAX.
Correlation
The correlation between DHLAX and MGRAX is 0.71, 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.
Performance
DHLAX vs. MGRAX - Performance Comparison
Key characteristics
DHLAX:
0.29
MGRAX:
0.89
DHLAX:
0.52
MGRAX:
1.26
DHLAX:
1.07
MGRAX:
1.18
DHLAX:
0.30
MGRAX:
0.81
DHLAX:
1.07
MGRAX:
2.23
DHLAX:
4.43%
MGRAX:
6.21%
DHLAX:
16.61%
MGRAX:
15.56%
DHLAX:
-52.68%
MGRAX:
-53.93%
DHLAX:
-7.56%
MGRAX:
-3.49%
Returns By Period
In the year-to-date period, DHLAX achieves a -1.33% return, which is significantly lower than MGRAX's 10.39% return. Over the past 10 years, DHLAX has outperformed MGRAX with an annualized return of 8.70%, while MGRAX has yielded a comparatively lower 5.70% annualized return.
DHLAX
-1.33%
6.43%
-3.74%
3.71%
13.08%
8.70%
MGRAX
10.39%
11.72%
1.58%
11.20%
8.52%
5.70%
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DHLAX vs. MGRAX - Expense Ratio Comparison
DHLAX has a 0.96% expense ratio, which is lower than MGRAX's 1.06% expense ratio.
Risk-Adjusted Performance
DHLAX vs. MGRAX — Risk-Adjusted Performance Rank
DHLAX
MGRAX
DHLAX vs. MGRAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Large Cap Fund (DHLAX) and MFS International Growth Fund (MGRAX). 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.
Dividends
DHLAX vs. MGRAX - Dividend Comparison
DHLAX's dividend yield for the trailing twelve months is around 1.19%, which matches MGRAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHLAX Diamond Hill Large Cap Fund | 1.19% | 1.17% | 0.74% | 1.16% | 0.60% | 0.61% | 0.91% | 1.14% | 0.77% | 1.04% | 0.82% | 0.85% |
MGRAX MFS International Growth Fund | 1.19% | 1.32% | 1.19% | 0.86% | 0.73% | 0.56% | 0.94% | 0.98% | 0.69% | 1.01% | 1.00% | 3.58% |
Drawdowns
DHLAX vs. MGRAX - Drawdown Comparison
The maximum DHLAX drawdown since its inception was -52.68%, roughly equal to the maximum MGRAX drawdown of -53.93%. Use the drawdown chart below to compare losses from any high point for DHLAX and MGRAX. For additional features, visit the drawdowns tool.
Volatility
DHLAX vs. MGRAX - Volatility Comparison
Diamond Hill Large Cap Fund (DHLAX) has a higher volatility of 11.07% compared to MFS International Growth Fund (MGRAX) at 8.43%. This indicates that DHLAX's price experiences larger fluctuations and is considered to be riskier than MGRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.