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DFFVX vs ROFIX
DFFVX vs ROFIX Comparison
Open Charts DFFVX vs ROFIX
DFA US Targeted Value I
Price$34.00
Change+$0.13 (+0.38%)
VolumeN/A
Net Assets12.98B
Royce Small-Cap Opportunity Instl
Price$15.86
Change+$0.13 (+0.83%)
VolumeN/A
Net Assets1.04B
DFFVX vs ROFIX Comparison Chart in %
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DFFVX vs. ROFIX commentary
Jul 18, 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 DFFVX is a Hold and ROFIX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13B vs. ROFIX (1.04B). DFFVX pays higher dividends than ROFIX: DFFVX (1.63) vs ROFIX (0.00). DFFVX was incepted earlier than ROFIX: DFFVX (25 years) vs ROFIX (24 years). ROFIX (1.12) is less costly to investors than DFFVX (0.30). ROFIX is a more actively managed with annual turnover of: 35.00 vs. DFFVX (7.00). 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 : 0.03 vs. ROFIX (-10.09). DFFVX return over 5 years is better than : 103.38 vs. ROFIX (45.65).
| DFFVX | ROFIX | DFFVX / ROFIX | |
| Total Expense Ratio | 0.29 | 1.12 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.12 | 27% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -0.165 | -0.439 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 1.04B | 1,246% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | 0.03 | -10.09 | -0% |
| Returns for 3 years | 34.92 | 17.77 | 197% |
| Returns for 5 years | 103.38 | 45.65 | 226% |
| Returns for 10 years | 59.22 | 18.21 | 325% |
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