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DFSVX vs RYTFX
DFSVX vs RYTFX Comparison
Open Charts DFSVX vs RYTFX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Royce Small-Cap Total Return Svc
Price$8.04
Change+$0.02 (+0.25%)
VolumeN/A
Net Assets1.01B
DFSVX vs RYTFX Comparison Chart
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DFSVX vs. RYTFX 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 RYTFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. RYTFX (1.01B). RYTFX pays higher dividends than DFSVX: RYTFX (2.59) vs DFSVX (1.44). DFSVX was incepted earlier than RYTFX: DFSVX (32 years) vs RYTFX (23 years). RYTFX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than RYTFX: DFSVX (0) vs RYTFX (2000). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. RYTFX (11.18). DFSVX return over 5 years is better than : 51.83 vs. RYTFX (-23.86).
| DFSVX | RYTFX | DFSVX / RYTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 2.948 | 1.643 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.01B | 1,657% |
| Annual Yield % from dividends | 1.44 | 2.59 | 56% |
| Returns for 1 year | 17.38 | 11.18 | 155% |
| Returns for 3 years | 16.94 | -6.06 | -279% |
| Returns for 5 years | 51.83 | -23.86 | -217% |
| Returns for 10 years | 57.77 | -37.24 | -155% |
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