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DFSVX vs ROFIX
DFSVX vs ROFIX Comparison
Open Charts DFSVX vs ROFIX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Royce Small-Cap Opportunity Instl
Price$16.45
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets1.2B
DFSVX vs ROFIX Comparison Chart
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DFSVX vs. ROFIX 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 ROFIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. ROFIX (1.21B). 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 : 17.38 vs. ROFIX (12.21). DFSVX return over 5 years is better than : 51.83 vs. ROFIX (25.98).
| 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 | 2.948 | 3.264 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.21B | 1,394% |
| Annual Yield % from dividends | 1.44 | 0.09 | 1,636% |
| Returns for 1 year | 17.38 | 12.21 | 142% |
| Returns for 3 years | 16.94 | -1.52 | -1,114% |
| Returns for 5 years | 51.83 | 25.98 | 199% |
| Returns for 10 years | 57.77 | 27.15 | 213% |
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