DHTAX vs. BFGFX

In the year-to-date period, DHTAX achieves a -1.37% return, which is significantly lower than BFGFX's 1.40% return. Over the past 10 years, DHTAX has underperformed BFGFX with an annualized return of 9.41%, while BFGFX has yielded a comparatively higher 17.44% annualized return.

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DHTAX has a 1.16% expense ratio, which is lower than BFGFX's 1.32% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Diamond Hill All Cap Select Fund (DHTAX) and Baron Focused Growth Fund (BFGFX). 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.

The current DHTAX Sharpe Ratio is 0.25, which is lower than the BFGFX Sharpe Ratio of 1.55. The chart below compares the historical Sharpe Ratios of DHTAX and BFGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DHTAX's dividend yield for the trailing twelve months is around 6.75%, while BFGFX has not paid dividends to shareholders.

The maximum DHTAX drawdown since its inception was -51.42%, smaller than the maximum BFGFX drawdown of -56.88%. Use the drawdown chart below to compare losses from any high point for DHTAX and BFGFX.

Diamond Hill All Cap Select Fund (DHTAX) has a higher volatility of 7.00% compared to Baron Focused Growth Fund (BFGFX) at 5.14%. This indicates that DHTAX's price experiences larger fluctuations and is considered to be riskier than BFGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.