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DFSVX vs RVVHX
DFSVX vs RVVHX Comparison
Open Charts DFSVX vs RVVHX
DFA US Small Cap Value I
Price$51.17
Change+$0.26 (+0.51%)
VolumeN/A
Net Assets16.44B
Royce Small-Cap Value Investment
Price$10.73
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets100.03M
DFSVX vs RVVHX Comparison Chart in %
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DFSVX vs. RVVHX commentary
Nov 28, 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 RVVHX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.4B vs. RVVHX (100M). DFSVX pays higher dividends than RVVHX: DFSVX (1.69) vs RVVHX (1.15). DFSVX was incepted earlier than RVVHX: DFSVX (33 years) vs RVVHX (19 years). RVVHX (1.34) is less costly to investors than DFSVX (0.31). RVVHX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than RVVHX: DFSVX (0) vs RVVHX (2000). DFSVX annual gain was more profitable for investors over the last year : -1.50 vs. RVVHX (-5.66). DFSVX return over 5 years is better than : 63.59 vs. RVVHX (30.56).
| DFSVX | RVVHX | DFSVX / RVVHX | |
| Total Expense Ratio | 0.31 | 1.24 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.34 | 23% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 6.926 | 6.660 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 100M | 16,400% |
| Annual Yield % from dividends | 1.69 | 1.15 | 147% |
| Returns for 1 year | -1.50 | -5.66 | 27% |
| Returns for 3 years | 22.01 | 10.41 | 211% |
| Returns for 5 years | 63.59 | 30.56 | 208% |
| Returns for 10 years | 58.94 | 5.32 | 1,107% |
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