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DFSVX vs RSEFX
DFSVX vs RSEFX Comparison
Open Charts DFSVX vs RSEFX
DFA US Small Cap Value I
Price$53.39
Change+$0.81 (+1.54%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Special Equity Svc
Price$18.55
Change+$0.17 (+0.92%)
VolumeN/A
CapitalizationN/A
DFSVX vs RSEFX Comparison Chart
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DFSVX vs. RSEFX commentary
Nov 26, 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: 17.9B vs. RSEFX (703M). 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 : 30.90 vs. RSEFX (12.39). DFSVX return over 5 years is better than : 63.54 vs. RSEFX (0.98).
| 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 | 20.168 | 8.798 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 703M | 2,546% |
| Annual Yield % from dividends | 1.44 | 1.13 | 128% |
| Returns for 1 year | 30.90 | 12.39 | 249% |
| Returns for 3 years | 18.51 | -13.65 | -136% |
| Returns for 5 years | 63.54 | 0.98 | 6,500% |
| Returns for 10 years | 56.21 | -19.72 | -285% |
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