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DFSVX vs RVVHX
DFSVX vs RVVHX Comparison
Open Charts DFSVX vs RVVHX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Value Investment
Price$10.96
Change-$0.13 (-1.17%)
VolumeN/A
CapitalizationN/A
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DFSVX vs RVVHX Comparison Chart
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DFSVX vs. RVVHX 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 RVVHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. RVVHX (119M). DFSVX pays higher dividends than RVVHX: DFSVX (1.44) vs RVVHX (1.06). DFSVX was incepted earlier than RVVHX: DFSVX (32 years) vs RVVHX (18 years). RVVHX is a more actively managed with annual turnover of: 48.00 vs. DFSVX (25.00). 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 : 22.84 vs. RVVHX (17.44). DFSVX return over 5 years is better than : 55.21 vs. RVVHX (22.75).
| DFSVX | RVVHX | DFSVX / RVVHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 8.788 | 6.305 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 119M | 14,034% |
| Annual Yield % from dividends | 1.44 | 1.06 | 135% |
| Returns for 1 year | 22.84 | 17.44 | 131% |
| Returns for 3 years | 17.09 | 10.29 | 166% |
| Returns for 5 years | 55.21 | 22.75 | 243% |
| Returns for 10 years | 44.49 | -12.10 | -368% |
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