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DFSVX vs ROFRX
DFSVX vs ROFRX Comparison
Open Charts DFSVX vs ROFRX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Opportunity R
Price$14.22
Change-$0.20 (-1.39%)
VolumeN/A
CapitalizationN/A
DFSVX vs ROFRX Comparison Chart
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DFSVX vs. ROFRX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. ROFRX (1.2B). 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 : 26.86 vs. ROFRX (16.56). DFSVX return over 5 years is better than : 56.90 vs. ROFRX (29.98).
| 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 | 14.541 | 7.891 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.2B | 1,445% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 26.86 | 16.56 | 162% |
| Returns for 3 years | 7.13 | -25.94 | -27% |
| Returns for 5 years | 56.90 | 29.98 | 190% |
| Returns for 10 years | 48.27 | 0.71 | 6,816% |
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