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DFSVX vs ROFCX
DFSVX vs ROFCX Comparison
Open Charts DFSVX vs ROFCX
DFA US Small Cap Value I
Price$41.33
Change+$0.47 (+1.15%)
VolumeN/A
Net Assets13.74B
Royce Small-Cap Opportunity Consult
Price$9.57
Change+$0.19 (+2.03%)
VolumeN/A
Net Assets879.15M
DFSVX vs ROFCX Comparison Chart
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DFSVX vs. ROFCX commentary
Apr 24, 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 DFSVX is a Buy and ROFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.7B vs. ROFCX (879M). DFSVX pays higher dividends than ROFCX: DFSVX (1.65) vs ROFCX (0.00). DFSVX was incepted earlier than ROFCX: DFSVX (32 years) vs ROFCX (19 years). ROFCX (2.34) is less costly to investors than DFSVX (0.31). DFSVX has a lower initial minimum investment than ROFCX: DFSVX (0) vs ROFCX (2000). DFSVX annual gain was more profitable for investors over the last year : -8.03 vs. ROFCX (-16.93). DFSVX return over 5 years is better than : 95.08 vs. ROFCX (41.78).
| DFSVX | ROFCX | DFSVX / ROFCX | |
| Total Expense Ratio | 0.31 | 2.24 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 2.34 | 13% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | -15.444 | -19.241 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 879M | 1,559% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -8.03 | -16.93 | 47% |
| Returns for 3 years | 0.80 | -19.24 | -4% |
| Returns for 5 years | 95.08 | 41.78 | 228% |
| Returns for 10 years | 19.34 | -20.38 | -95% |
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