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DFSVX vs ROFRX
DFSVX vs ROFRX Comparison
Open Charts DFSVX vs ROFRX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Royce Small-Cap Opportunity R
Price$13.58
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets1.08B
DFSVX vs ROFRX Comparison Chart in %
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DFSVX vs. ROFRX commentary
Jul 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 ROFRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. ROFRX (1.08B). DFSVX pays higher dividends than ROFRX: DFSVX (1.67) 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 : 9.45 vs. ROFRX (-0.07). DFSVX return over 5 years is better than : 105.30 vs. ROFRX (49.89).
| 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 | 1.067 | 1.192 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.08B | 1,495% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 9.45 | -0.07 | -12,839% |
| Returns for 3 years | 32.84 | 18.09 | 182% |
| Returns for 5 years | 105.30 | 49.89 | 211% |
| Returns for 10 years | 45.10 | 9.16 | 492% |
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