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DFSVX vs ROFIX
DFSVX vs ROFIX Comparison
Open Charts DFSVX vs ROFIX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Royce Small-Cap Opportunity Instl
Price$16.22
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets1.07B
DFSVX vs ROFIX Comparison Chart in %
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DFSVX vs. ROFIX commentary
Jul 27, 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 ROFIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. ROFIX (1.07B). DFSVX pays higher dividends than ROFIX: DFSVX (1.67) vs ROFIX (0.00). DFSVX was incepted earlier than ROFIX: DFSVX (32 years) vs ROFIX (24 years). ROFIX (1.12) is less costly to investors than DFSVX (0.31). ROFIX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ROFIX: DFSVX (0) vs ROFIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. ROFIX (-5.09). DFSVX return over 5 years is better than : 94.25 vs. ROFIX (47.46).
| DFSVX | ROFIX | DFSVX / ROFIX | |
| Total Expense Ratio | 0.31 | 1.12 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.12 | 28% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 0.901 | 1.820 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.07B | 1,498% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 0.60 | -5.09 | -12% |
| Returns for 3 years | 27.09 | 14.98 | 181% |
| Returns for 5 years | 94.25 | 47.46 | 199% |
| Returns for 10 years | 50.73 | 26.84 | 189% |
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