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DFSVX vs ROFRX
DFSVX vs ROFRX Comparison
Open Charts DFSVX vs ROFRX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Royce Small-Cap Opportunity R
Price$10.89
Change-$1.02 (-8.56%)
VolumeN/A
Net Assets996.17M
DFSVX vs ROFRX Comparison Chart
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DFSVX vs. ROFRX commentary
Apr 05, 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: 15B vs. ROFRX (996M). 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). 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 : -0.75 vs. ROFRX (-12.49). DFSVX return over 5 years is better than : 148.44 vs. ROFRX (87.85).
| 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 | -6.586 | -11.252 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 996M | 1,506% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -0.75 | -12.49 | 6% |
| Returns for 3 years | 7.99 | -15.65 | -51% |
| Returns for 5 years | 148.44 | 87.85 | 169% |
| Returns for 10 years | 31.44 | -7.10 | -443% |
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