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DFSVX vs RYPNX
DFSVX vs RYPNX Comparison
Open Charts DFSVX vs RYPNX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Royce Small-Cap Opportunity Invmt
Price$16.04
Change+$0.17 (+1.07%)
VolumeN/A
Net Assets1.19B
DFSVX vs RYPNX Comparison Chart
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DFSVX vs. RYPNX commentary
Jan 31, 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 StrongBuy and RYPNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. RYPNX (1.19B). 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 : 17.34 vs. RYPNX (10.77). DFSVX return over 5 years is better than : 64.95 vs. RYPNX (35.24).
| 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 | 4.082 | 3.551 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.19B | 1,424% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 17.34 | 10.77 | 161% |
| Returns for 3 years | 23.52 | 2.82 | 834% |
| Returns for 5 years | 64.95 | 35.24 | 184% |
| Returns for 10 years | 57.14 | 25.12 | 228% |