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DFSVX vs RYOFX
DFSVX vs RYOFX Comparison
Open Charts DFSVX vs RYOFX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Opportunity Svc
Price$14.89
Change-$0.21 (-1.39%)
VolumeN/A
CapitalizationN/A
DFSVX vs RYOFX Comparison Chart
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DFSVX vs. RYOFX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. RYOFX (1.2B). 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 : 26.86 vs. RYOFX (16.97). DFSVX return over 5 years is better than : 56.90 vs. RYOFX (30.84).
| 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 | 14.541 | 8.212 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.2B | 1,445% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 26.86 | 16.97 | 158% |
| Returns for 3 years | 7.13 | -25.96 | -27% |
| Returns for 5 years | 56.90 | 30.84 | 184% |
| Returns for 10 years | 48.27 | 3.98 | 1,213% |
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