Correlation
The correlation between DHLAX and VFIAX is 0.91, 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.
DHLAX vs. VFIAX
Compare and contrast key facts about Diamond Hill Large Cap Fund (DHLAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
DHLAX is managed by Diamond Hill. It was launched on Jun 29, 2001. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DHLAX or VFIAX.
Performance
DHLAX vs. VFIAX - Performance Comparison
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Key characteristics
DHLAX:
0.46
VFIAX:
0.73
DHLAX:
0.62
VFIAX:
1.04
DHLAX:
1.08
VFIAX:
1.15
DHLAX:
0.38
VFIAX:
0.69
DHLAX:
1.30
VFIAX:
2.62
DHLAX:
4.60%
VFIAX:
4.93%
DHLAX:
17.06%
VFIAX:
19.77%
DHLAX:
-52.21%
VFIAX:
-55.20%
DHLAX:
-5.29%
VFIAX:
-3.43%
Returns By Period
The year-to-date returns for both stocks are quite close, with DHLAX having a 1.09% return and VFIAX slightly lower at 1.04%. Over the past 10 years, DHLAX has underperformed VFIAX with an annualized return of 8.93%, while VFIAX has yielded a comparatively higher 12.80% annualized return.
DHLAX
1.09%
4.12%
-5.29%
6.92%
6.41%
11.84%
8.93%
VFIAX
1.04%
6.29%
-1.37%
14.40%
14.36%
15.89%
12.80%
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DHLAX vs. VFIAX - Expense Ratio Comparison
DHLAX has a 0.96% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
DHLAX vs. VFIAX — Risk-Adjusted Performance Rank
DHLAX
VFIAX
DHLAX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Large Cap Fund (DHLAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
DHLAX vs. VFIAX - Dividend Comparison
DHLAX's dividend yield for the trailing twelve months is around 10.21%, more than VFIAX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHLAX Diamond Hill Large Cap Fund | 10.21% | 10.32% | 3.08% | 6.34% | 7.28% | 3.01% | 4.50% | 4.28% | 4.53% | 6.30% | 4.79% | 4.41% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.28% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DHLAX vs. VFIAX - Drawdown Comparison
The maximum DHLAX drawdown since its inception was -52.21%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for DHLAX and VFIAX.
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Volatility
DHLAX vs. VFIAX - Volatility Comparison
Diamond Hill Large Cap Fund (DHLAX) has a higher volatility of 5.06% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 4.77%. This indicates that DHLAX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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