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DFSVX vs RYTRX
DFSVX vs RYTRX Comparison
Open Charts DFSVX vs RYTRX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Royce Small-Cap Total Return Invmt
Price$7.67
Change-$0.18 (-2.29%)
VolumeN/A
Net Assets993.87M
DFSVX vs RYTRX Comparison Chart
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DFSVX vs. RYTRX commentary
Feb 23, 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: 15.9B vs. RYTRX (994M). 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 : 9.32 vs. RYTRX (8.60). DFSVX return over 5 years is better than : 52.23 vs. RYTRX (-21.12).
| 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 | -1.546 | 1.187 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 994M | 1,600% |
| Annual Yield % from dividends | 1.44 | 3.01 | 48% |
| Returns for 1 year | 9.32 | 8.60 | 108% |
| Returns for 3 years | 17.14 | -1.67 | -1,028% |
| Returns for 5 years | 52.23 | -21.12 | -247% |
| Returns for 10 years | 41.91 | -39.40 | -106% |
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