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DFSVX vs RYPNX
DFSVX vs RYPNX Comparison
Open Charts DFSVX vs RYPNX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Royce Small-Cap Opportunity Invmt
Price$15.72
Change+$0.15 (+0.96%)
VolumeN/A
Net Assets1.08B
DFSVX vs RYPNX Comparison Chart in %
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DFSVX vs. RYPNX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. RYPNX (1.08B). DFSVX pays higher dividends than RYPNX: DFSVX (1.67) vs RYPNX (0.00). DFSVX was incepted earlier than RYPNX: DFSVX (32 years) vs RYPNX (29 years). RYPNX (1.22) 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 : 9.45 vs. RYPNX (0.58). DFSVX return over 5 years is better than : 105.30 vs. RYPNX (54.12).
| DFSVX | RYPNX | DFSVX / RYPNX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 1.067 | 1.485 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.08B | 1,495% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 9.45 | 0.58 | 1,641% |
| Returns for 3 years | 32.84 | 20.37 | 161% |
| Returns for 5 years | 105.30 | 54.12 | 195% |
| Returns for 10 years | 45.10 | 17.49 | 258% |
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