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DFSVX vs RYOFX
DFSVX vs RYOFX Comparison
Open Charts DFSVX vs RYOFX
DFA US Small Cap Value I
Price$48.19
Change+$0.60 (+1.26%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Opportunity Svc
Price$14.46
Change+$0.21 (+1.47%)
VolumeN/A
CapitalizationN/A
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DFSVX vs RYOFX Comparison Chart
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DFSVX vs. RYOFX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.4B 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 (24 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 : 25.42 vs. RYOFX (15.31). DFSVX return over 5 years is better than : 60.06 vs. RYOFX (37.58).
| DFSVX | RYOFX | DFSVX / RYOFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 8.464 | 5.087 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 1.21B | 1,351% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 25.42 | 15.31 | 166% |
| Returns for 3 years | 9.12 | -21.67 | -42% |
| Returns for 5 years | 60.06 | 37.58 | 160% |
| Returns for 10 years | 51.10 | 7.43 | 688% |
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