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DFSVX vs RYSEX
DFSVX vs RYSEX Comparison
Open Charts DFSVX vs RYSEX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Special Equity Invmt
Price$18.02
Change-$0.18 (-0.99%)
VolumeN/A
CapitalizationN/A
DFSVX vs RYSEX Comparison Chart
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DFSVX vs. RYSEX commentary
Nov 18, 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 RYSEX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. RYSEX (691M). DFSVX (1.44) and RYSEX (1.40) have matching dividends . DFSVX was incepted earlier than RYSEX: DFSVX (32 years) vs RYSEX (27 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. RYSEX (14.00). DFSVX has a lower initial minimum investment than RYSEX: DFSVX (0) vs RYSEX (2000). DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. RYSEX (10.55). DFSVX return over 5 years is better than : 56.90 vs. RYSEX (0.12).
| DFSVX | RYSEX | DFSVX / RYSEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 14.541 | 5.689 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 691M | 2,518% |
| Annual Yield % from dividends | 1.44 | 1.40 | 103% |
| Returns for 1 year | 26.86 | 10.55 | 255% |
| Returns for 3 years | 7.13 | -17.83 | -40% |
| Returns for 5 years | 56.90 | 0.12 | 49,424% |
| Returns for 10 years | 48.27 | -19.68 | -245% |
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