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DFSVX vs ROFRX
DFSVX vs ROFRX Comparison
Open Charts DFSVX vs ROFRX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Royce Small-Cap Opportunity R
Price$13.86
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets1.2B
DFSVX vs ROFRX Comparison Chart
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DFSVX vs. ROFRX commentary
Jan 19, 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 ROFRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. ROFRX (1.21B). DFSVX pays higher dividends than ROFRX: DFSVX (1.44) vs ROFRX (0.00). DFSVX was incepted earlier than ROFRX: DFSVX (32 years) vs ROFRX (18 years). ROFRX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than ROFRX: DFSVX (0) vs ROFRX (1000). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. ROFRX (11.41). DFSVX return over 5 years is better than : 51.83 vs. ROFRX (21.79).
| DFSVX | ROFRX | DFSVX / ROFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 2.948 | 3.279 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.21B | 1,394% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 17.38 | 11.41 | 152% |
| Returns for 3 years | 16.94 | -3.55 | -477% |
| Returns for 5 years | 51.83 | 21.79 | 238% |
| Returns for 10 years | 57.77 | 16.28 | 355% |
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