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DFSVX vs RSQCX
DFSVX vs RSQCX Comparison
Open Charts DFSVX vs RSQCX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Royce Small-Cap Special Equity Consult
Price$12.68
Change+$0.15 (+1.20%)
VolumeN/A
Net Assets487.61M
DFSVX vs RSQCX Comparison Chart
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DFSVX vs. RSQCX commentary
Jun 07, 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 Buy and RSQCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. RSQCX (488M). RSQCX pays higher dividends than DFSVX: RSQCX (1.74) vs DFSVX (1.65). DFSVX was incepted earlier than RSQCX: DFSVX (32 years) vs RSQCX (22 years). RSQCX (2.35) is less costly to investors than DFSVX (0.31). DFSVX is a more actively managed with annual turnover of: 12.00 vs. RSQCX (5.00). DFSVX has a lower initial minimum investment than RSQCX: DFSVX (0) vs RSQCX (2000). DFSVX annual gain was more profitable for investors over the last year : 0.94 vs. RSQCX (-16.30). DFSVX return over 5 years is better than : 68.62 vs. RSQCX (-14.85).
| DFSVX | RSQCX | DFSVX / RSQCX | |
| Total Expense Ratio | 0.31 | 2.24 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 2.35 | 13% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | -6.110 | -7.983 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 488M | 3,033% |
| Annual Yield % from dividends | 1.65 | 1.74 | 95% |
| Returns for 1 year | 0.94 | -16.30 | -6% |
| Returns for 3 years | 7.43 | -20.38 | -36% |
| Returns for 5 years | 68.62 | -14.85 | -462% |
| Returns for 10 years | 33.33 | -38.39 | -87% |
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