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DFSVX vs ROFCX
DFSVX vs ROFCX Comparison
Open Charts DFSVX vs ROFCX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Royce Small-Cap Opportunity Consult
Price$12.24
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets1.2B
DFSVX vs ROFCX Comparison Chart
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DFSVX vs. ROFCX commentary
Jan 19, 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: 16.8B vs. ROFCX (1.21B). DFSVX pays higher dividends than ROFCX: DFSVX (1.44) vs ROFCX (0.00). DFSVX was incepted earlier than ROFCX: DFSVX (32 years) vs ROFCX (19 years). ROFCX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (25.00). 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 : 17.38 vs. ROFCX (10.97). DFSVX return over 5 years is better than : 51.83 vs. ROFCX (18.95).
| DFSVX | ROFCX | DFSVX / ROFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | 2.948 | 3.291 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.21B | 1,394% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 17.38 | 10.97 | 158% |
| Returns for 3 years | 16.94 | -4.82 | -351% |
| Returns for 5 years | 51.83 | 18.95 | 274% |
| Returns for 10 years | 57.77 | 9.38 | 616% |