Ad is loading...
Ad is loading...
DFSVX vs ROFIX
DFSVX vs ROFIX Comparison
Open Charts DFSVX vs ROFIX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Opportunity Instl
Price$16.85
Change-$0.24 (-1.40%)
VolumeN/A
CapitalizationN/A
DFSVX vs ROFIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. ROFIX commentary
Nov 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 ROFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. ROFIX (1.2B). DFSVX pays higher dividends than ROFIX: DFSVX (1.44) vs ROFIX (0.09). DFSVX was incepted earlier than ROFIX: DFSVX (32 years) vs ROFIX (23 years). ROFIX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than ROFIX: DFSVX (0) vs ROFIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. ROFIX (17.29). DFSVX return over 5 years is better than : 56.90 vs. ROFIX (34.50).
| DFSVX | ROFIX | DFSVX / ROFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 14.541 | 8.570 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.2B | 1,445% |
| Annual Yield % from dividends | 1.44 | 0.09 | 1,636% |
| Returns for 1 year | 26.86 | 17.29 | 155% |
| Returns for 3 years | 7.13 | -24.47 | -29% |
| Returns for 5 years | 56.90 | 34.50 | 165% |
| Returns for 10 years | 48.27 | 11.33 | 426% |
View a ticker or compare two or three
VS
VS
Ad is loading...