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DFFVX vs RSEFX
DFFVX vs RSEFX Comparison
Open Charts DFFVX vs RSEFX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Special Equity Svc
Price$17.46
Change-$0.12 (-0.68%)
VolumeN/A
CapitalizationN/A
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DFFVX vs RSEFX Comparison Chart
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DFFVX vs. RSEFX commentary
Sep 21, 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: 13.8B vs. RSEFX (708M). 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 : 19.37 vs. RSEFX (6.09). DFFVX return over 5 years is better than : 58.07 vs. RSEFX (-0.62).
| 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 | 6.598 | 1.349 | 489% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 708M | 1,949% |
| Annual Yield % from dividends | 1.37 | 1.13 | 122% |
| Returns for 1 year | 19.37 | 6.09 | 318% |
| Returns for 3 years | 16.04 | -12.80 | -125% |
| Returns for 5 years | 58.07 | -0.62 | -9,306% |
| Returns for 10 years | 50.68 | -22.90 | -221% |
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