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DFSVX vs RSEIX
DFSVX vs RSEIX Comparison
Open Charts DFSVX vs RSEIX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Special Equity Instl
Price$17.34
Change-$0.12 (-0.69%)
VolumeN/A
CapitalizationN/A
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DFSVX vs RSEIX Comparison Chart
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DFSVX vs. RSEIX 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 StrongBuy and RSEIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. RSEIX (714M). RSEIX (1.49) and DFSVX (1.44) have matching dividends . DFSVX was incepted earlier than RSEIX: DFSVX (32 years) vs RSEIX (21 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. RSEIX (14.00). DFSVX has a lower initial minimum investment than RSEIX: DFSVX (0) vs RSEIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. RSEIX (8.65). DFSVX return over 5 years is better than : 55.21 vs. RSEIX (1.93).
| DFSVX | RSEIX | DFSVX / RSEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 8.788 | 2.664 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 714M | 2,339% |
| Annual Yield % from dividends | 1.44 | 1.49 | 97% |
| Returns for 1 year | 22.84 | 8.65 | 264% |
| Returns for 3 years | 17.09 | -9.59 | -178% |
| Returns for 5 years | 55.21 | 1.93 | 2,862% |
| Returns for 10 years | 44.49 | -18.25 | -244% |
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