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DFSTX vs PENNX
DFSTX vs PENNX Comparison
Open Charts DFSTX vs PENNX
Royce Small-Cap Fund Invmt
Price$9.48
Change-$0.19 (-1.96%)
VolumeN/A
Net Assets1.74B
DFSTX vs PENNX Comparison Chart in %
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DFSTX vs. PENNX commentary
Nov 14, 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 DFSTX is a Buy and PENNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. PENNX (1.75B). DFSTX pays higher dividends than PENNX: DFSTX (1.08) vs PENNX (0.53). DFSTX was incepted earlier than PENNX: DFSTX (34 years) vs PENNX (53 years). PENNX (0.93) is less costly to investors than DFSTX (0.28). PENNX is a more actively managed with annual turnover of: 37.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than PENNX: DFSTX (0) vs PENNX (2000). DFSTX annual gain was more profitable for investors over the last year : -0.31 vs. PENNX (-6.98). DFSTX return over 5 years is better than : 54.99 vs. PENNX (1.10).
| DFSTX | PENNX | DFSTX / PENNX | |
| Total Expense Ratio | 0.27 | 0.93 | 29% |
| Annual Report Gross Expense Ratio | 0.28 | 0.93 | 30% |
| Fund Existence | 34 years | 53 years | - |
| Gain YTD | 6.068 | 7.087 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.75B | 951% |
| Annual Yield % from dividends | 1.08 | 0.53 | 205% |
| Returns for 1 year | -0.31 | -6.98 | 4% |
| Returns for 3 years | 25.84 | 17.37 | 149% |
| Returns for 5 years | 54.99 | 1.10 | 5,006% |
| Returns for 10 years | 78.44 | -14.40 | -545% |
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