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DFSVX vs RYPNX
DFSVX vs RYPNX Comparison
Open Charts DFSVX vs RYPNX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
Royce Small-Cap Opportunity Invmt
Price$15.95
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.02B
DFSVX vs RYPNX Comparison Chart in %
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DFSVX vs. RYPNX commentary
Nov 20, 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 RYPNX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. RYPNX (1.02B). DFSVX pays higher dividends than RYPNX: DFSVX (1.69) vs RYPNX (0.00). DFSVX was incepted earlier than RYPNX: DFSVX (33 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 : -3.00 vs. RYPNX (-4.20). DFSVX return over 5 years is better than : 61.32 vs. RYPNX (13.93).
| DFSVX | RYPNX | DFSVX / RYPNX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 1.159 | 2.970 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 1.02B | 1,539% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | -3.00 | -4.20 | 71% |
| Returns for 3 years | 17.38 | 10.38 | 167% |
| Returns for 5 years | 61.32 | 13.93 | 440% |
| Returns for 10 years | 53.46 | 30.95 | 173% |
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