Ad is loading...
DFSVX vs RYOFX
DFSVX vs RYOFX Comparison
Open Charts DFSVX vs RYOFX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Opportunity Svc
Price$14.46
Change-$0.20 (-1.36%)
VolumeN/A
CapitalizationN/A
DFSVX vs RYOFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. RYOFX commentary
Dec 19, 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 RYOFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. RYOFX (1.23B). 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 : 15.68 vs. RYOFX (8.15). DFSVX return over 5 years is better than : 52.30 vs. RYOFX (25.09).
| 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 | 13.283 | 5.087 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.23B | 1,372% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 15.68 | 8.15 | 192% |
| Returns for 3 years | 24.57 | -1.16 | -2,115% |
| Returns for 5 years | 52.30 | 25.09 | 208% |
| Returns for 10 years | 52.91 | 15.22 | 348% |
View a ticker or compare two or three
VS
VS
Ad is loading...