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DFSVX vs ROFIX
DFSVX vs ROFIX Comparison
Open Charts DFSVX vs ROFIX
DFA US Small Cap Value I
Price$48.45
Change+$0.30 (+0.62%)
VolumeN/A
Net Assets15.71B
Royce Small-Cap Opportunity Instl
Price$16.39
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets1.01B
DFSVX vs ROFIX Comparison Chart in %
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DFSVX vs. ROFIX commentary
Nov 20, 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: 15.7B vs. ROFIX (1.01B). DFSVX pays higher dividends than ROFIX: DFSVX (1.69) vs ROFIX (0.00). DFSVX was incepted earlier than ROFIX: DFSVX (33 years) vs ROFIX (24 years). ROFIX (1.12) is less costly to investors than DFSVX (0.31). ROFIX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ROFIX: DFSVX (0) vs ROFIX (1000000). DFSVX (-3.14) and ROFIX (-3.30) have marching annual gain over last year. DFSVX return over 5 years is better than : 60.60 vs. ROFIX (15.05).
| DFSVX | ROFIX | DFSVX / ROFIX | |
| Total Expense Ratio | 0.31 | 1.12 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.12 | 28% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 1.243 | 2.888 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 1.01B | 1,550% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | -3.14 | -3.30 | 95% |
| Returns for 3 years | 17.48 | 10.40 | 168% |
| Returns for 5 years | 60.60 | 15.05 | 403% |
| Returns for 10 years | 53.59 | 32.73 | 164% |
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