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DFSVX vs ROFCX
DFSVX vs ROFCX Comparison
Open Charts DFSVX vs ROFCX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Royce Small-Cap Opportunity Consult
Price$11.97
Change+$0.11 (+0.93%)
VolumeN/A
Net Assets1.08B
DFSVX vs ROFCX Comparison Chart in %
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DFSVX vs. ROFCX commentary
Jul 07, 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: 16.1B vs. ROFCX (1.08B). DFSVX pays higher dividends than ROFCX: DFSVX (1.67) vs ROFCX (0.00). DFSVX was incepted earlier than ROFCX: DFSVX (32 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 : 9.45 vs. ROFCX (-0.42). DFSVX return over 5 years is better than : 105.30 vs. ROFCX (46.51).
| DFSVX | ROFCX | DFSVX / ROFCX | |
| Total Expense Ratio | 0.31 | 2.24 | 14% |
| Annual Report Gross Expense Ratio | 0.31 | 2.34 | 13% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | 1.067 | 1.013 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.08B | 1,495% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 9.45 | -0.42 | -2,271% |
| Returns for 3 years | 32.84 | 16.67 | 197% |
| Returns for 5 years | 105.30 | 46.51 | 226% |
| Returns for 10 years | 45.10 | 2.75 | 1,642% |
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