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DFSVX vs RSEFX
DFSVX vs RSEFX Comparison
Open Charts DFSVX vs RSEFX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
Royce Small-Cap Special Equity Svc
Price$15.45
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets458.28M
DFSVX vs RSEFX Comparison Chart in %
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DFSVX vs. RSEFX commentary
Dec 04, 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 RSEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. RSEFX (458M). RSEFX pays higher dividends than DFSVX: RSEFX (2.07) vs DFSVX (1.62). 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 : -1.41 vs. RSEFX (-15.55). DFSVX return over 5 years is better than : 64.61 vs. RSEFX (-10.38).
| 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 | 7.303 | 1.579 | 462% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 458M | 3,646% |
| Annual Yield % from dividends | 1.62 | 2.07 | 78% |
| Returns for 1 year | -1.41 | -15.55 | 9% |
| Returns for 3 years | 21.80 | -13.09 | -166% |
| Returns for 5 years | 64.61 | -10.38 | -623% |
| Returns for 10 years | 61.86 | -19.00 | -326% |
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