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DFSVX vs ROFIX
DFSVX vs ROFIX Comparison
Open Charts DFSVX vs ROFIX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
Royce Small-Cap Opportunity Instl
Price$13.15
Change+$1.26 (+10.60%)
VolumeN/A
Net Assets919.02M
DFSVX vs ROFIX Comparison Chart
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DFSVX vs. ROFIX commentary
Apr 10, 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 ROFIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 12.7B vs. ROFIX (919M). DFSVX pays higher dividends than ROFIX: DFSVX (1.65) vs ROFIX (0.00). DFSVX was incepted earlier than ROFIX: DFSVX (32 years) vs ROFIX (23 years). ROFIX (1.12) is less costly to investors than DFSVX (0.31). 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 : -15.85 vs. ROFIX (-25.69). DFSVX return over 5 years is better than : 73.80 vs. ROFIX (37.43).
| DFSVX | ROFIX | DFSVX / ROFIX | |
| Total Expense Ratio | 0.31 | 1.12 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.12 | 28% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -20.700 | -25.361 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 919M | 1,382% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -15.85 | -25.69 | 62% |
| Returns for 3 years | -5.38 | -23.56 | 23% |
| Returns for 5 years | 73.80 | 37.43 | 197% |
| Returns for 10 years | 11.58 | -14.50 | -80% |
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