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DFSVX vs ROFCX
DFSVX vs ROFCX Comparison
Open Charts DFSVX vs ROFCX
DFA US Small Cap Value I
Price$45.89
Change+$0.45 (+0.99%)
VolumeN/A
Net Assets14.99B
Royce Small-Cap Opportunity Consult
Price$11.20
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets1.01B
DFSVX vs ROFCX Comparison Chart in %
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DFSVX vs. ROFCX commentary
Jun 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. ROFCX (1.01B). 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). 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 : 2.60 vs. ROFCX (-5.64). DFSVX return over 5 years is better than : 94.51 vs. ROFCX (42.49).
| 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 | -5.966 | -5.485 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 1.01B | 1,487% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 2.60 | -5.64 | -46% |
| Returns for 3 years | 21.75 | 5.66 | 384% |
| Returns for 5 years | 94.51 | 42.49 | 222% |
| Returns for 10 years | 30.76 | -7.82 | -393% |
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