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DFSVX vs ROFCX
DFSVX vs ROFCX Comparison
Open Charts DFSVX vs ROFCX
DFA US Small Cap Value I
Price$57.50
Change+$0.99 (+1.75%)
VolumeN/A
Net Assets18.22B
Royce Small-Cap Opportunity Consult
Price$13.28
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets1.17B
DFSVX vs ROFCX Comparison Chart in %
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DFSVX vs. ROFCX commentary
Feb 05, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.2B vs. ROFCX (1.18B). DFSVX pays higher dividends than ROFCX: DFSVX (1.58) vs ROFCX (0.00). DFSVX was incepted earlier than ROFCX: DFSVX (33 years) vs ROFCX (20 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 (7.00). 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 : 17.52 vs. ROFCX (11.72). DFSVX return over 5 years is better than : 55.54 vs. ROFCX (-7.36).
| 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 | 20 years | - |
| Gain YTD | 9.431 | 11.065 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.2B | 1.18B | 1,549% |
| Annual Yield % from dividends | 1.58 | 0.00 | - |
| Returns for 1 year | 17.52 | 11.72 | 150% |
| Returns for 3 years | 35.91 | 10.70 | 336% |
| Returns for 5 years | 55.54 | -7.36 | -755% |
| Returns for 10 years | 121.92 | 67.50 | 181% |