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DFSVX vs RYOFX
DFSVX vs RYOFX Comparison
Open Charts DFSVX vs RYOFX
DFA US Small Cap Value I
Price$50.73
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets16.61B
Royce Small-Cap Opportunity Svc
Price$15.22
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets1.11B
DFSVX vs RYOFX Comparison Chart in %
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DFSVX vs. RYOFX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. RYOFX (1.11B). DFSVX pays higher dividends than RYOFX: DFSVX (1.52) vs RYOFX (0.00). DFSVX was incepted earlier than RYOFX: DFSVX (33 years) vs RYOFX (25 years). RYOFX (1.54) is less costly to investors than DFSVX (0.31). RYOFX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). 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 : 7.37 vs. RYOFX (6.21). DFSVX return over 5 years is better than : 96.11 vs. RYOFX (42.78).
| DFSVX | RYOFX | DFSVX / RYOFX | |
| Total Expense Ratio | 0.31 | 1.49 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.54 | 20% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 5.496 | 8.173 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.11B | 1,497% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 7.37 | 6.21 | 119% |
| Returns for 3 years | 33.82 | 23.74 | 142% |
| Returns for 5 years | 96.11 | 42.78 | 225% |
| Returns for 10 years | 65.11 | 33.04 | 197% |
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