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DFSVX vs RYOFX
DFSVX vs RYOFX Comparison
Open Charts DFSVX vs RYOFX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Royce Small-Cap Opportunity Svc
Price$13.81
Change-$0.41 (-2.88%)
VolumeN/A
Net Assets1.12B
DFSVX vs RYOFX Comparison Chart
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DFSVX vs. RYOFX 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 RYOFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. RYOFX (1.12B). 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 : 9.32 vs. RYOFX (0.66). DFSVX return over 5 years is better than : 52.23 vs. RYOFX (19.67).
| 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 | -1.546 | -1.848 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.12B | 1,416% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 9.32 | 0.66 | 1,421% |
| Returns for 3 years | 17.14 | -2.61 | -657% |
| Returns for 5 years | 52.23 | 19.67 | 266% |
| Returns for 10 years | 41.91 | 7.05 | 594% |
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