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DFFVX vs RTRIX
DFFVX vs RTRIX Comparison
Open Charts DFFVX vs RTRIX
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Total Return Instl
Price$8.02
Change-$0.10 (-1.23%)
VolumeN/A
CapitalizationN/A
DFFVX vs RTRIX Comparison Chart
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DFFVX vs. RTRIX commentary
Nov 18, 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 RTRIX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. RTRIX (1.04B). RTRIX pays higher dividends than DFFVX: RTRIX (3.22) vs DFFVX (1.37). DFFVX was incepted earlier than RTRIX: DFFVX (25 years) vs RTRIX (22 years). RTRIX is a more actively managed with annual turnover of: 65.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than RTRIX: DFFVX (0) vs RTRIX (1000000). DFFVX annual gain was more profitable for investors over the last year : 27.76 vs. RTRIX (17.65). DFFVX return over 5 years is better than : 61.92 vs. RTRIX (-22.19).
| DFFVX | RTRIX | DFFVX / RTRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 13.547 | 11.309 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 1.04B | 1,357% |
| Annual Yield % from dividends | 1.37 | 3.22 | 43% |
| Returns for 1 year | 27.76 | 17.65 | 157% |
| Returns for 3 years | 10.22 | -27.30 | -37% |
| Returns for 5 years | 61.92 | -22.19 | -279% |
| Returns for 10 years | 62.51 | -41.52 | -151% |
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