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DFSVX vs ROFIX
DFSVX vs ROFIX Comparison
Open Charts DFSVX vs ROFIX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Royce Small-Cap Opportunity Instl
Price$15.64
Change-$0.47 (-2.92%)
VolumeN/A
Net Assets1.12B
DFSVX vs ROFIX Comparison Chart
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DFSVX vs. ROFIX commentary
Feb 23, 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: 15.9B vs. ROFIX (1.12B). 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 : 9.32 vs. ROFIX (0.97). DFSVX return over 5 years is better than : 52.23 vs. ROFIX (22.98).
| 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 | -1.546 | -1.820 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.12B | 1,416% |
| Annual Yield % from dividends | 1.44 | 0.09 | 1,636% |
| Returns for 1 year | 9.32 | 0.97 | 962% |
| Returns for 3 years | 17.14 | -1.73 | -994% |
| Returns for 5 years | 52.23 | 22.98 | 227% |
| Returns for 10 years | 41.91 | 13.77 | 304% |
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