Ad is loading...
DFSVX vs RYSEX
DFSVX vs RYSEX Comparison
Open Charts DFSVX vs RYSEX
DFA US Small Cap Value I
Price$38.32
Change-$1.06 (-2.69%)
VolumeN/A
Net Assets13.07B
Royce Small-Cap Special Equity Invmt
Price$12.50
Change-$0.22 (-1.73%)
VolumeN/A
Net Assets472.92M
DFSVX vs RYSEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. RYSEX commentary
Apr 10, 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 Hold and RYSEX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. RYSEX (473M). RYSEX pays higher dividends than DFSVX: RYSEX (2.55) vs DFSVX (1.65). DFSVX was incepted earlier than RYSEX: DFSVX (32 years) vs RYSEX (27 years). RYSEX (1.22) is less costly to investors than DFSVX (0.31). 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 : -15.65 vs. RYSEX (-25.61). DFSVX return over 5 years is better than : 73.80 vs. RYSEX (-6.44).
| DFSVX | RYSEX | DFSVX / RYSEX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | -20.700 | -17.763 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 473M | 2,770% |
| Annual Yield % from dividends | 1.65 | 2.55 | 65% |
| Returns for 1 year | -15.65 | -25.61 | 61% |
| Returns for 3 years | -5.38 | -25.73 | 21% |
| Returns for 5 years | 73.80 | -6.44 | -1,146% |
| Returns for 10 years | 11.58 | -39.54 | -29% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers