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DFSVX vs RSEFX
DFSVX vs RSEFX Comparison
Open Charts DFSVX vs RSEFX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Royce Small-Cap Special Equity Svc
Price$14.58
Change-$0.25 (-1.69%)
VolumeN/A
Net Assets566.01M
DFSVX vs RSEFX Comparison Chart
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DFSVX vs. RSEFX commentary
Feb 23, 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 RSEFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. RSEFX (566M). 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 : 9.32 vs. RSEFX (-9.59). DFSVX return over 5 years is better than : 52.23 vs. RSEFX (-10.16).
| 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 | -1.546 | -4.079 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 566M | 2,809% |
| Annual Yield % from dividends | 1.44 | 1.13 | 128% |
| Returns for 1 year | 9.32 | -9.59 | -97% |
| Returns for 3 years | 17.14 | -16.39 | -105% |
| Returns for 5 years | 52.23 | -10.16 | -514% |
| Returns for 10 years | 41.91 | -29.99 | -140% |
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