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DFSVX vs ROFRX
DFSVX vs ROFRX Comparison
Open Charts DFSVX vs ROFRX
DFA US Small Cap Value I
Price$53.58
Change+$0.43 (+0.81%)
VolumeN/A
Net Assets17.13B
Royce Small-Cap Opportunity R
Price$14.22
Change-$1.18 (-7.66%)
VolumeN/A
Net Assets1.05B
DFSVX vs ROFRX Comparison Chart in %
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DFSVX vs. ROFRX commentary
Dec 13, 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 ROFRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.1B vs. ROFRX (1.05B). DFSVX pays higher dividends than ROFRX: DFSVX (1.62) vs ROFRX (0.00). DFSVX was incepted earlier than ROFRX: DFSVX (33 years) vs ROFRX (19 years). ROFRX (1.85) is less costly to investors than DFSVX (0.31). ROFRX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than ROFRX: DFSVX (0) vs ROFRX (2000). DFSVX annual gain was more profitable for investors over the last year : 4.80 vs. ROFRX (1.18). DFSVX return over 5 years is better than : 67.27 vs. ROFRX (13.99).
| DFSVX | ROFRX | DFSVX / ROFRX | |
| Total Expense Ratio | 0.31 | 1.85 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 1.85 | 17% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 11.962 | 14.754 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 1.05B | 1,636% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 4.80 | 1.18 | 406% |
| Returns for 3 years | 32.15 | 24.70 | 130% |
| Returns for 5 years | 67.27 | 13.99 | 481% |
| Returns for 10 years | 80.28 | 43.39 | 185% |
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