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DFSVX vs ROFRX
DFSVX vs ROFRX Comparison
Open Charts DFSVX vs ROFRX
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.54B
Royce Small-Cap Opportunity R
Price$11.89
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets962.71M
DFSVX vs ROFRX Comparison Chart
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DFSVX vs. ROFRX commentary
May 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.5B vs. ROFRX (963M). DFSVX pays higher dividends than ROFRX: DFSVX (1.75) 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 (1000). DFSVX annual gain was more profitable for investors over the last year : -4.47 vs. ROFRX (-13.46). DFSVX return over 5 years is better than : 92.55 vs. ROFRX (44.47).
| 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 | -9.153 | -11.401 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 963M | 1,506% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -4.47 | -13.46 | 33% |
| Returns for 3 years | 13.88 | -2.46 | -564% |
| Returns for 5 years | 92.55 | 44.47 | 208% |
| Returns for 10 years | 29.01 | -5.78 | -501% |
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