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DHLSX vs SAOIX
DHLSX vs SAOIX Comparison
Open Charts DHLSX vs SAOIX
Diamond Hill Long-Short I
Price$30.68
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets2.11B
NAA Opportunity Institutional
Price$30.61
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets35.23M
DHLSX vs SAOIX Comparison Chart in %
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DHLSX vs. SAOIX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DHLSX is a Buy and SAOIX is a Hold.
FUNDAMENTALS
Fundamentals
DHLSX has more cash in the bank: 2.11B vs. SAOIX (35.2M). DHLSX pays higher dividends than SAOIX: DHLSX (2.02) vs SAOIX (0.94). DHLSX was incepted earlier than SAOIX: DHLSX (21 years) vs SAOIX (17 years). SAOIX (1.47) and DHLSX (1.46) have similar cost to investors . SAOIX is a more actively managed with annual turnover of: 306.00 vs. DHLSX (46.00). DHLSX has a lower initial minimum investment than SAOIX: DHLSX (2500) vs SAOIX (2000000). DHLSX annual gain was more profitable for investors over the last year : 4.32 vs. SAOIX (-6.57). DHLSX return over 5 years is better than : 34.23 vs. SAOIX (25.66).
| DHLSX | SAOIX | DHLSX / SAOIX | |
| Total Expense Ratio | 1.46 | 1.41 | 104% |
| Annual Report Gross Expense Ratio | 1.46 | 1.47 | 99% |
| Fund Existence | 21 years | 17 years | - |
| Gain YTD | 13.043 | -2.111 | -618% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 35.2M | 5,997% |
| Annual Yield % from dividends | 2.02 | 0.94 | 215% |
| Returns for 1 year | 4.32 | -6.57 | -66% |
| Returns for 3 years | 26.02 | 22.31 | 117% |
| Returns for 5 years | 34.23 | 25.66 | 133% |
| Returns for 10 years | 38.54 | 26.75 | 144% |
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