Ad is loading...
DFFVX vs RYSEX
DFFVX vs RYSEX Comparison
Open Charts DFFVX vs RYSEX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
Royce Small-Cap Special Equity Invmt
Price$14.58
Change-$0.25 (-1.69%)
VolumeN/A
Net Assets566.01M
DFFVX vs RYSEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. RYSEX commentary
Feb 23, 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 RYSEX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. RYSEX (566M). RYSEX (1.40) and DFFVX (1.37) have matching dividends . DFFVX was incepted earlier than RYSEX: DFFVX (25 years) vs RYSEX (27 years). DFFVX is a more actively managed with annual turnover of: 20.00 vs. RYSEX (14.00). DFFVX has a lower initial minimum investment than RYSEX: DFFVX (0) vs RYSEX (2000). DFFVX annual gain was more profitable for investors over the last year : 10.28 vs. RYSEX (-9.44). DFFVX return over 5 years is better than : 59.88 vs. RYSEX (-9.18).
| DFFVX | RYSEX | DFFVX / RYSEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -0.786 | -4.079 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 566M | 2,332% |
| Annual Yield % from dividends | 1.37 | 1.40 | 98% |
| Returns for 1 year | 10.28 | -9.44 | -109% |
| Returns for 3 years | 20.19 | -15.81 | -128% |
| Returns for 5 years | 59.88 | -9.18 | -652% |
| Returns for 10 years | 57.95 | -28.53 | -203% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers