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DFSVX vs ROFIX
DFSVX vs ROFIX Comparison
Open Charts DFSVX vs ROFIX
DFA US Small Cap Value I
Price$47.44
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets15.65B
Royce Small-Cap Opportunity Instl
Price$15.86
Change+$0.13 (+0.83%)
VolumeN/A
Net Assets1.04B
DFSVX vs ROFIX Comparison Chart in %
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DFSVX vs. ROFIX commentary
Jul 18, 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 (1.04B). DFSVX pays higher dividends than ROFIX: DFSVX (1.67) vs ROFIX (0.00). DFSVX was incepted earlier than ROFIX: DFSVX (32 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 annual gain was more profitable for investors over the last year : -2.14 vs. ROFIX (-10.09). DFSVX return over 5 years is better than : 92.70 vs. ROFIX (45.65).
| 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 | 24 years | - |
| Gain YTD | -1.345 | -0.439 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 1.04B | 1,505% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | -2.14 | -10.09 | 21% |
| Returns for 3 years | 30.43 | 17.77 | 171% |
| Returns for 5 years | 92.70 | 45.65 | 203% |
| Returns for 10 years | 42.00 | 18.21 | 231% |
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