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DFSVX vs ROFRX
DFSVX vs ROFRX Comparison
Open Charts DFSVX vs ROFRX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Royce Small-Cap Opportunity R
Price$13.61
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets1.07B
DFSVX vs ROFRX Comparison Chart in %
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DFSVX vs. ROFRX 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 ROFRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. ROFRX (1.07B). DFSVX pays higher dividends than ROFRX: DFSVX (1.67) vs ROFRX (0.00). DFSVX was incepted earlier than ROFRX: DFSVX (32 years) vs ROFRX (18 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 : 0.60 vs. ROFRX (-5.81). DFSVX return over 5 years is better than : 94.25 vs. ROFRX (42.51).
| DFSVX | ROFRX | DFSVX / ROFRX | |
| Total Expense Ratio | 0.31 | 1.85 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 1.85 | 17% |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 0.901 | 1.416 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| 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 | -5.81 | -10% |
| Returns for 3 years | 27.09 | 12.67 | 214% |
| Returns for 5 years | 94.25 | 42.51 | 222% |
| Returns for 10 years | 50.73 | 15.93 | 318% |
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