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DFSVX vs ROFCX
DFSVX vs ROFCX Comparison
Open Charts DFSVX vs ROFCX
DFA US Small Cap Value I
Price$50.15
Change-$0.70 (-1.38%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Opportunity Consult
Price$12.19
Change-$0.17 (-1.38%)
VolumeN/A
CapitalizationN/A
DFSVX vs ROFCX Comparison Chart
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DFSVX vs. ROFCX commentary
Dec 18, 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 ROFCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. ROFCX (1.23B). 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 : 15.68 vs. ROFCX (7.31). DFSVX return over 5 years is better than : 52.30 vs. ROFCX (21.29).
| 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 | 13.283 | 4.277 | 311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.23B | 1,396% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 15.68 | 7.31 | 215% |
| Returns for 3 years | 24.57 | -3.56 | -690% |
| Returns for 5 years | 52.30 | 21.29 | 246% |
| Returns for 10 years | 52.91 | 5.18 | 1,022% |