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DFSVX vs RYPNX
DFSVX vs RYPNX Comparison
Open Charts DFSVX vs RYPNX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Royce Small-Cap Opportunity Invmt
Price$16.62
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets1.1B
DFSVX vs RYPNX Comparison Chart in %
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DFSVX vs. RYPNX commentary
Sep 08, 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: 16.8B vs. RYPNX (1.1B). DFSVX pays higher dividends than RYPNX: DFSVX (1.52) 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 : 11.40 vs. RYPNX (8.34). DFSVX return over 5 years is better than : 94.21 vs. RYPNX (44.52).
| 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 | 6.765 | 7.295 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.1B | 1,530% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 11.40 | 8.34 | 137% |
| Returns for 3 years | 35.36 | 21.58 | 164% |
| Returns for 5 years | 94.21 | 44.52 | 212% |
| Returns for 10 years | 64.86 | 36.45 | 178% |
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