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DFSVX vs ROFCX
DFSVX vs ROFCX Comparison
Open Charts DFSVX vs ROFCX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Royce Small-Cap Opportunity Consult
Price$11.05
Change-$0.22 (-1.95%)
VolumeN/A
Net Assets1.01B
DFSVX vs ROFCX Comparison Chart
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DFSVX vs. ROFCX commentary
Jun 16, 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 Hold and ROFCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. ROFCX (1.01B). DFSVX pays higher dividends than ROFCX: DFSVX (1.65) 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 : 1.83 vs. ROFCX (-7.69). DFSVX return over 5 years is better than : 86.94 vs. ROFCX (38.30).
| 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 | -6.462 | -6.751 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.01B | 1,481% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 1.83 | -7.69 | -24% |
| Returns for 3 years | 19.38 | 3.27 | 592% |
| Returns for 5 years | 86.94 | 38.30 | 227% |
| Returns for 10 years | 30.89 | -8.37 | -369% |
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