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DFFVX vs RSEFX
DFFVX vs RSEFX Comparison
Open Charts DFFVX vs RSEFX
DFA US Targeted Value I
Price$37.63
Change+$0.54 (+1.46%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Special Equity Svc
Price$18.55
Change+$0.17 (+0.92%)
VolumeN/A
CapitalizationN/A
DFFVX vs RSEFX Comparison Chart
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DFFVX vs. RSEFX commentary
Nov 26, 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 Buy and RSEFX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.6B vs. RSEFX (703M). DFFVX pays higher dividends than RSEFX: DFFVX (1.37) vs RSEFX (1.13). DFFVX was incepted earlier than RSEFX: DFFVX (25 years) vs RSEFX (21 years). DFFVX is a more actively managed with annual turnover of: 20.00 vs. RSEFX (14.00). DFFVX has a lower initial minimum investment than RSEFX: DFFVX (0) vs RSEFX (2000). DFFVX annual gain was more profitable for investors over the last year : 32.12 vs. RSEFX (12.39). DFFVX return over 5 years is better than : 69.48 vs. RSEFX (0.98).
| DFFVX | RSEFX | DFFVX / RSEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 19.318 | 8.798 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 703M | 2,077% |
| Annual Yield % from dividends | 1.37 | 1.13 | 122% |
| Returns for 1 year | 32.12 | 12.39 | 259% |
| Returns for 3 years | 22.28 | -13.65 | -163% |
| Returns for 5 years | 69.48 | 0.98 | 7,108% |
| Returns for 10 years | 71.88 | -19.72 | -364% |
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