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DFSVX vs RTRIX
DFSVX vs RTRIX Comparison
Open Charts DFSVX vs RTRIX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Total Return Instl
Price$7.37
Change-$0.28 (-3.66%)
VolumeN/A
CapitalizationN/A
DFSVX vs RTRIX Comparison Chart
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DFSVX vs. RTRIX commentary
Dec 19, 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 RTRIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. RTRIX (1.04B). RTRIX pays higher dividends than DFSVX: RTRIX (3.22) vs DFSVX (1.44). DFSVX was incepted earlier than RTRIX: DFSVX (32 years) vs RTRIX (22 years). RTRIX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than RTRIX: DFSVX (0) vs RTRIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. RTRIX (11.31). DFSVX return over 5 years is better than : 52.30 vs. RTRIX (-19.98).
| DFSVX | RTRIX | DFSVX / RTRIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 13.283 | 8.852 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.04B | 1,619% |
| Annual Yield % from dividends | 1.44 | 3.22 | 45% |
| Returns for 1 year | 15.68 | 11.31 | 139% |
| Returns for 3 years | 24.57 | 0.02 | 105,391% |
| Returns for 5 years | 52.30 | -19.98 | -262% |
| Returns for 10 years | 52.91 | -36.20 | -146% |
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