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DFSVX vs RYTRX
DFSVX vs RYTRX Comparison
Open Charts DFSVX vs RYTRX
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Total Return Invmt
Price$7.97
Change+$0.02 (+0.25%)
VolumeN/A
CapitalizationN/A
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DFSVX vs RYTRX Comparison Chart
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DFSVX vs. RYTRX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. RYTRX (1.02B). 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 : 25.49 vs. RYTRX (15.88). DFSVX return over 5 years is better than : 60.36 vs. RYTRX (-21.99).
| 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 | 11.502 | 7.867 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 1.02B | 1,670% |
| Annual Yield % from dividends | 1.44 | 3.01 | 48% |
| Returns for 1 year | 25.49 | 15.88 | 161% |
| Returns for 3 years | 11.27 | -25.91 | -44% |
| Returns for 5 years | 60.36 | -21.99 | -275% |
| Returns for 10 years | 56.09 | -39.76 | -141% |
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