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DFSVX vs RVVHX
DFSVX vs RVVHX Comparison
Open Charts DFSVX vs RVVHX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets16.25B
Royce Small-Cap Value Investment
Price$9.68
Change-$0.20 (-2.02%)
VolumeN/A
Net Assets105.47M
DFSVX vs RVVHX Comparison Chart
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DFSVX vs. RVVHX commentary
Feb 23, 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 Hold and RVVHX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. RVVHX (105M). 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 : 9.32 vs. RVVHX (0.20). DFSVX return over 5 years is better than : 52.23 vs. RVVHX (16.04).
| 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 | -1.546 | -1.789 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 105M | 15,429% |
| Annual Yield % from dividends | 1.44 | 1.06 | 135% |
| Returns for 1 year | 9.32 | 0.20 | 4,741% |
| Returns for 3 years | 17.14 | 4.92 | 348% |
| Returns for 5 years | 52.23 | 16.04 | 326% |
| Returns for 10 years | 41.91 | -9.79 | -428% |
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