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DFSVX vs RAMSX
DFSVX vs RAMSX Comparison
Open Charts DFSVX vs RAMSX
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
Roumell Opportunistic Value Instl
Price$4.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs RAMSX Comparison Chart
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DFSVX vs. RAMSX commentary
Nov 23, 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 DFSVX is a Buy and RAMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. RAMSX (12.7M). RAMSX (1.45) and DFSVX (1.44) have matching dividends . DFSVX was incepted earlier than RAMSX: DFSVX (32 years) vs RAMSX (14 years). RAMSX is a more actively managed with annual turnover of: 54.74 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than RAMSX: DFSVX (0) vs RAMSX (2500). DFSVX annual gain was more profitable for investors over the last year : 27.42 vs. RAMSX (7.98). DFSVX return over 5 years is better than : 61.43 vs. RAMSX (-45.45).
| DFSVX | RAMSX | DFSVX / RAMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 16.319 | 7.254 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 12.7M | 138,583% |
| Annual Yield % from dividends | 1.44 | 1.45 | 99% |
| Returns for 1 year | 27.42 | 7.98 | 344% |
| Returns for 3 years | 10.57 | -62.67 | -17% |
| Returns for 5 years | 61.43 | -45.45 | -135% |
| Returns for 10 years | 48.14 | -42.63 | -113% |
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