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DFFVX vs ROFIX
DFFVX vs ROFIX Comparison
Open Charts DFFVX vs ROFIX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Opportunity Instl
Price$15.76
Change-$0.61 (-3.73%)
VolumeN/A
CapitalizationN/A
DFFVX vs ROFIX Comparison Chart
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DFFVX vs. ROFIX commentary
Dec 19, 2024
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 DFFVX is a Hold and ROFIX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. ROFIX (1.22B). DFFVX pays higher dividends than ROFIX: DFFVX (1.37) vs ROFIX (0.09). DFFVX was incepted earlier than ROFIX: DFFVX (25 years) vs ROFIX (23 years). ROFIX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than ROFIX: DFFVX (0) vs ROFIX (1000000). DFFVX annual gain was more profitable for investors over the last year : 15.38 vs. ROFIX (8.55). DFFVX return over 5 years is better than : 60.26 vs. ROFIX (28.62).
| DFFVX | ROFIX | DFFVX / ROFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 13.033 | 5.477 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 1.22B | 1,152% |
| Annual Yield % from dividends | 1.37 | 0.09 | 1,562% |
| Returns for 1 year | 15.38 | 8.55 | 180% |
| Returns for 3 years | 26.84 | -0.21 | -12,897% |
| Returns for 5 years | 60.26 | 28.62 | 211% |
| Returns for 10 years | 71.11 | 22.28 | 319% |
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