Ad is loading...
DFSVX vs RYOFX
DFSVX vs RYOFX Comparison
Open Charts DFSVX vs RYOFX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Royce Small-Cap Opportunity Svc
Price$14.53
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets1.2B
DFSVX vs RYOFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. RYOFX commentary
Jan 19, 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 RYOFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. RYOFX (1.21B). DFSVX pays higher dividends than RYOFX: DFSVX (1.44) vs RYOFX (0.00). DFSVX was incepted earlier than RYOFX: DFSVX (32 years) vs RYOFX (25 years). RYOFX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than RYOFX: DFSVX (0) vs RYOFX (2000). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. RYOFX (11.86). DFSVX return over 5 years is better than : 51.83 vs. RYOFX (22.62).
| DFSVX | RYOFX | DFSVX / RYOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 2.948 | 3.269 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.21B | 1,394% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 17.38 | 11.86 | 147% |
| Returns for 3 years | 16.94 | -2.48 | -682% |
| Returns for 5 years | 51.83 | 22.62 | 229% |
| Returns for 10 years | 57.77 | 19.59 | 295% |