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DFSVX vs RYSEX
DFSVX vs RYSEX Comparison
Open Charts DFSVX vs RYSEX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Royce Small-Cap Special Equity Invmt
Price$15.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets598.02M
DFSVX vs RYSEX Comparison Chart
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DFSVX vs. RYSEX commentary
Jan 19, 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: 16.8B vs. RYSEX (598M). 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 : 17.38 vs. RYSEX (-6.54). DFSVX return over 5 years is better than : 51.83 vs. RYSEX (-9.03).
| 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 | 2.948 | -1.250 | -236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 598M | 2,809% |
| Annual Yield % from dividends | 1.44 | 1.40 | 103% |
| Returns for 1 year | 17.38 | -6.54 | -266% |
| Returns for 3 years | 16.94 | -15.51 | -109% |
| Returns for 5 years | 51.83 | -9.03 | -574% |
| Returns for 10 years | 57.77 | -22.79 | -254% |
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