Interact to see
Advertisement
Advertisement
DFSVX vs ROFRX
DFSVX vs ROFRX Comparison
Open Charts DFSVX vs ROFRX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Royce Small-Cap Opportunity R
Price$12.53
Change-$0.25 (-1.96%)
VolumeN/A
Net Assets1.01B
DFSVX vs ROFRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. ROFRX commentary
Jun 14, 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 ROFRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. ROFRX (1.01B). DFSVX pays higher dividends than ROFRX: DFSVX (1.65) vs ROFRX (0.00). DFSVX was incepted earlier than ROFRX: DFSVX (32 years) vs ROFRX (18 years). ROFRX (1.85) is less costly to investors than DFSVX (0.31). ROFRX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ROFRX: DFSVX (0) vs ROFRX (2000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. ROFRX (-7.53). DFSVX return over 5 years is better than : 86.94 vs. ROFRX (41.42).
| DFSVX | ROFRX | DFSVX / ROFRX | |
| Total Expense Ratio | 0.31 | 1.85 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 1.85 | 17% |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | -6.462 | -6.632 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 1.01B | 1,511% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 1.83 | -7.53 | -24% |
| Returns for 3 years | 19.38 | 4.59 | 422% |
| Returns for 5 years | 86.94 | 41.42 | 210% |
| Returns for 10 years | 30.89 | -2.64 | -1,169% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers