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DFSVX vs RYPNX
DFSVX vs RYPNX Comparison
Open Charts DFSVX vs RYPNX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Opportunity Invmt
Price$16.39
Change-$0.23 (-1.38%)
VolumeN/A
CapitalizationN/A
DFSVX vs RYPNX Comparison Chart
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DFSVX vs. RYPNX commentary
Nov 17, 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 RYPNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. RYPNX (1.2B). DFSVX pays higher dividends than RYPNX: DFSVX (1.44) vs RYPNX (0.00). DFSVX was incepted earlier than RYPNX: DFSVX (32 years) vs RYPNX (28 years). RYPNX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (25.00). 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 : 26.86 vs. RYPNX (17.24). DFSVX return over 5 years is better than : 56.90 vs. RYPNX (33.58).
| DFSVX | RYPNX | DFSVX / RYPNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 14.541 | 8.471 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.2B | 1,445% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 26.86 | 17.24 | 156% |
| Returns for 3 years | 7.13 | -24.82 | -29% |
| Returns for 5 years | 56.90 | 33.58 | 169% |
| Returns for 10 years | 48.27 | 9.49 | 509% |
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