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DFSVX vs ROFCX
DFSVX vs ROFCX Comparison
Open Charts DFSVX vs ROFCX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.85B
Royce Small-Cap Opportunity Consult
Price$12.64
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.1B
DFSVX vs ROFCX Comparison Chart in %
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DFSVX vs. ROFCX commentary
Sep 09, 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 Buy and ROFCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. ROFCX (1.1B). DFSVX pays higher dividends than ROFCX: DFSVX (1.52) vs ROFCX (0.00). DFSVX was incepted earlier than ROFCX: DFSVX (33 years) vs ROFCX (19 years). ROFCX (2.34) is less costly to investors than DFSVX (0.31). ROFCX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ROFCX: DFSVX (0) vs ROFCX (2000). DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. ROFCX (7.22). DFSVX return over 5 years is better than : 94.21 vs. ROFCX (37.43).
| DFSVX | ROFCX | DFSVX / ROFCX | |
| Total Expense Ratio | 0.31 | 2.24 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 2.34 | 13% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 6.765 | 6.582 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.1B | 1,529% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 11.40 | 7.22 | 158% |
| Returns for 3 years | 35.36 | 17.82 | 198% |
| Returns for 5 years | 94.21 | 37.43 | 252% |
| Returns for 10 years | 64.86 | 19.26 | 337% |
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