Interact to see
Advertisement
Advertisement
DFSVX vs RYPNX
DFSVX vs RYPNX Comparison
Open Charts DFSVX vs RYPNX
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.77B
Royce Small-Cap Opportunity Invmt
Price$14.39
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets1B
DFSVX vs RYPNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. RYPNX commentary
Jun 07, 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: 14.8B vs. RYPNX (1B). DFSVX pays higher dividends than RYPNX: DFSVX (1.65) 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 : -0.92 vs. RYPNX (-9.38). DFSVX return over 5 years is better than : 66.28 vs. RYPNX (31.18).
| 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 | -7.414 | -7.101 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 1B | 1,477% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -0.92 | -9.38 | 10% |
| Returns for 3 years | 7.11 | -4.95 | -144% |
| Returns for 5 years | 66.28 | 31.18 | 213% |
| Returns for 10 years | 31.37 | 5.19 | 604% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement