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DFSVX vs RSEFX
DFSVX vs RSEFX Comparison
Open Charts DFSVX vs RSEFX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Royce Small-Cap Special Equity Svc
Price$15.20
Change-$0.17 (-1.11%)
VolumeN/A
Net Assets470.67M
DFSVX vs RSEFX Comparison Chart in %
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DFSVX vs. RSEFX commentary
Nov 14, 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 RSEFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. RSEFX (471M). RSEFX pays higher dividends than DFSVX: RSEFX (2.11) vs DFSVX (1.69). DFSVX was incepted earlier than RSEFX: DFSVX (33 years) vs RSEFX (22 years). RSEFX (1.58) is less costly to investors than DFSVX (0.31). DFSVX is a more actively managed with annual turnover of: 12.00 vs. RSEFX (5.00). DFSVX has a lower initial minimum investment than RSEFX: DFSVX (0) vs RSEFX (2000). DFSVX annual gain was more profitable for investors over the last year : -1.72 vs. RSEFX (-14.61). DFSVX return over 5 years is better than : 70.67 vs. RSEFX (-8.07).
| DFSVX | RSEFX | DFSVX / RSEFX | |
| Total Expense Ratio | 0.31 | 1.49 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.58 | 20% |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 4.670 | 1.118 | 418% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 471M | 3,376% |
| Annual Yield % from dividends | 1.69 | 2.11 | 80% |
| Returns for 1 year | -1.72 | -14.61 | 12% |
| Returns for 3 years | 20.64 | -11.23 | -184% |
| Returns for 5 years | 70.67 | -8.07 | -876% |
| Returns for 10 years | 63.06 | -17.19 | -367% |
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