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DFSVX vs RTRIX
DFSVX vs RTRIX Comparison
Open Charts DFSVX vs RTRIX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Total Return Instl
Price$8.02
Change-$0.10 (-1.23%)
VolumeN/A
CapitalizationN/A
DFSVX vs RTRIX Comparison Chart
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DFSVX vs. RTRIX commentary
Nov 18, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B 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 : 26.86 vs. RTRIX (17.65). DFSVX return over 5 years is better than : 56.90 vs. RTRIX (-22.19).
| 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 | 14.541 | 11.309 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.04B | 1,675% |
| Annual Yield % from dividends | 1.44 | 3.22 | 45% |
| Returns for 1 year | 26.86 | 17.65 | 152% |
| Returns for 3 years | 7.13 | -27.30 | -26% |
| Returns for 5 years | 56.90 | -22.19 | -256% |
| Returns for 10 years | 48.27 | -41.52 | -116% |
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