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DFSVX vs ROFCX
DFSVX vs ROFCX Comparison
Open Charts DFSVX vs ROFCX
DFA US Small Cap Value I
Price$48.45
Change+$0.30 (+0.62%)
VolumeN/A
Net Assets15.53B
Royce Small-Cap Opportunity Consult
Price$12.08
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets1.01B
DFSVX vs ROFCX Comparison Chart in %
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DFSVX vs. ROFCX commentary
Nov 20, 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 Hold and ROFCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. ROFCX (1.01B). DFSVX pays higher dividends than ROFCX: DFSVX (1.69) vs ROFCX (0.00). DFSVX was incepted earlier than ROFCX: DFSVX (33 years) vs ROFCX (20 years). ROFCX (2.34) is less costly to investors than DFSVX (0.31). ROFCX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). 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 : -3.14 vs. ROFCX (-4.35). DFSVX return over 5 years is better than : 60.60 vs. ROFCX (8.73).
| DFSVX | ROFCX | DFSVX / ROFCX | |
| Total Expense Ratio | 0.31 | 2.24 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 2.34 | 13% |
| Fund Existence | 33 years | 20 years | - |
| Gain YTD | 1.243 | 1.941 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.01B | 1,530% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | -3.14 | -4.35 | 72% |
| Returns for 3 years | 17.48 | 6.81 | 257% |
| Returns for 5 years | 60.60 | 8.73 | 694% |
| Returns for 10 years | 53.59 | 14.29 | 375% |
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