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DFSVX vs ROFIX
DFSVX vs ROFIX Comparison
Open Charts DFSVX vs ROFIX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Royce Small-Cap Opportunity Instl
Price$15.03
Change+$0.22 (+1.49%)
VolumeN/A
Net Assets1B
DFSVX vs ROFIX Comparison Chart
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DFSVX vs. ROFIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. ROFIX (1B). DFSVX pays higher dividends than ROFIX: DFSVX (1.65) 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 : 0.94 vs. ROFIX (-7.28). DFSVX return over 5 years is better than : 68.62 vs. ROFIX (34.09).
| 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 | -6.110 | -5.650 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 1B | 1,477% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 0.94 | -7.28 | -13% |
| Returns for 3 years | 7.43 | -4.42 | -168% |
| Returns for 5 years | 68.62 | 34.09 | 201% |
| Returns for 10 years | 33.33 | 9.10 | 366% |
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