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DFSVX vs RSEFX
DFSVX vs RSEFX Comparison
Open Charts DFSVX vs RSEFX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Special Equity Svc
Price$17.46
Change-$0.12 (-0.68%)
VolumeN/A
CapitalizationN/A
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DFSVX vs RSEFX Comparison Chart
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DFSVX vs. RSEFX commentary
Sep 21, 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 RSEFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. RSEFX (708M). DFSVX pays higher dividends than RSEFX: DFSVX (1.44) vs RSEFX (1.13). DFSVX was incepted earlier than RSEFX: DFSVX (32 years) vs RSEFX (21 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. RSEFX (14.00). DFSVX has a lower initial minimum investment than RSEFX: DFSVX (0) vs RSEFX (2000). DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. RSEFX (6.09). DFSVX return over 5 years is better than : 53.86 vs. RSEFX (-0.62).
| DFSVX | RSEFX | DFSVX / RSEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 7.846 | 1.349 | 582% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 708M | 2,359% |
| Annual Yield % from dividends | 1.44 | 1.13 | 128% |
| Returns for 1 year | 19.84 | 6.09 | 326% |
| Returns for 3 years | 13.38 | -12.80 | -105% |
| Returns for 5 years | 53.86 | -0.62 | -8,633% |
| Returns for 10 years | 39.64 | -22.90 | -173% |
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