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DFSVX vs RYTRX
DFSVX vs RYTRX Comparison
Open Charts DFSVX vs RYTRX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Total Return Invmt
Price$7.55
Change-$0.28 (-3.58%)
VolumeN/A
CapitalizationN/A
DFSVX vs RYTRX Comparison Chart
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DFSVX vs. RYTRX commentary
Dec 19, 2024
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 RYTRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. RYTRX (1.04B). 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 : 15.68 vs. RYTRX (11.17). DFSVX return over 5 years is better than : 52.30 vs. RYTRX (-20.29).
| 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 | 13.283 | 8.765 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.04B | 1,619% |
| Annual Yield % from dividends | 1.44 | 3.01 | 48% |
| Returns for 1 year | 15.68 | 11.17 | 140% |
| Returns for 3 years | 24.57 | -0.21 | -11,694% |
| Returns for 5 years | 52.30 | -20.29 | -258% |
| Returns for 10 years | 52.91 | -36.70 | -144% |
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