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DFSVX vs RYPNX
DFSVX vs RYPNX Comparison
Open Charts DFSVX vs RYPNX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Royce Small-Cap Opportunity Invmt
Price$13.67
Change+$0.36 (+2.70%)
VolumeN/A
Net Assets937.81M
DFSVX vs RYPNX Comparison Chart
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DFSVX vs. RYPNX commentary
May 09, 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 Buy and RYPNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. RYPNX (938M). DFSVX pays higher dividends than RYPNX: DFSVX (1.75) vs RYPNX (0.00). DFSVX was incepted earlier than RYPNX: DFSVX (32 years) vs RYPNX (28 years). RYPNX (1.23) is less costly to investors than DFSVX (0.31). RYPNX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than RYPNX: DFSVX (0) vs RYPNX (2000). DFSVX annual gain was more profitable for investors over the last year : -3.50 vs. RYPNX (-12.54). DFSVX return over 5 years is better than : 92.33 vs. RYPNX (47.62).
| DFSVX | RYPNX | DFSVX / RYPNX | |
| Total Expense Ratio | 0.31 | 1.23 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.23 | 25% |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | -9.256 | -11.750 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 938M | 1,514% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -3.50 | -12.54 | 28% |
| Returns for 3 years | 13.02 | -2.15 | -606% |
| Returns for 5 years | 92.33 | 47.62 | 194% |
| Returns for 10 years | 28.50 | 0.44 | 6,465% |
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