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DFSVX vs RYSEX
DFSVX vs RYSEX Comparison
Open Charts DFSVX vs RYSEX
DFA US Small Cap Value I
Price$50.86
Change+$0.44 (+0.87%)
VolumeN/A
Net Assets16.54B
Royce Small-Cap Special Equity Invmt
Price$15.63
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets498.02M
DFSVX vs RYSEX Comparison Chart in %
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DFSVX vs. RYSEX commentary
Oct 06, 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 RYSEX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. RYSEX (498M). RYSEX pays higher dividends than DFSVX: RYSEX (2.31) vs DFSVX (1.66). DFSVX was incepted earlier than RYSEX: DFSVX (33 years) vs RYSEX (27 years). RYSEX (1.22) is less costly to investors than DFSVX (0.31). DFSVX is a more actively managed with annual turnover of: 12.00 vs. RYSEX (5.00). 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 : 8.72 vs. RYSEX (-6.55). DFSVX return over 5 years is better than : 98.88 vs. RYSEX (2.04).
| DFSVX | RYSEX | DFSVX / RYSEX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 6.279 | 2.829 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 498M | 3,313% |
| Annual Yield % from dividends | 1.66 | 2.31 | 72% |
| Returns for 1 year | 8.72 | -6.55 | -133% |
| Returns for 3 years | 35.46 | -1.91 | -1,853% |
| Returns for 5 years | 98.88 | 2.04 | 4,840% |
| Returns for 10 years | 65.67 | -15.18 | -433% |
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