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DFSVX vs RYTRX
DFSVX vs RYTRX Comparison
Open Charts DFSVX vs RYTRX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Royce Small-Cap Total Return Invmt
Price$7.71
Change+$0.02 (+0.26%)
VolumeN/A
Net Assets1.01B
DFSVX vs RYTRX Comparison Chart
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DFSVX vs. RYTRX 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 RYTRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. RYTRX (1.01B). RYTRX pays higher dividends than DFSVX: RYTRX (3.01) vs DFSVX (1.44). DFSVX was incepted earlier than RYTRX: DFSVX (32 years) vs RYTRX (31 years). RYTRX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than RYTRX: DFSVX (0) vs RYTRX (2000). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. RYTRX (11.47). DFSVX return over 5 years is better than : 51.83 vs. RYTRX (-22.92).
| DFSVX | RYTRX | DFSVX / RYTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | 2.948 | 1.715 | 172% |
| 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 | 3.01 | 48% |
| Returns for 1 year | 17.38 | 11.47 | 152% |
| Returns for 3 years | 16.94 | -5.32 | -318% |
| Returns for 5 years | 51.83 | -22.92 | -226% |
| Returns for 10 years | 57.77 | -35.91 | -161% |
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