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DFSVX vs ROFRX
DFSVX vs ROFRX Comparison
Open Charts DFSVX vs ROFRX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Opportunity R
Price$13.28
Change-$0.52 (-3.77%)
VolumeN/A
CapitalizationN/A
DFSVX vs ROFRX Comparison Chart
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DFSVX vs. ROFRX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. ROFRX (1.22B). 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 : 15.68 vs. ROFRX (7.73). DFSVX return over 5 years is better than : 52.30 vs. ROFRX (24.21).
| 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 | 13.283 | 4.704 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.22B | 1,391% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 15.68 | 7.73 | 203% |
| Returns for 3 years | 24.57 | -2.27 | -1,084% |
| Returns for 5 years | 52.30 | 24.21 | 216% |
| Returns for 10 years | 52.91 | 11.74 | 451% |