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DFSVX vs RVVHX
DFSVX vs RVVHX Comparison
Open Charts DFSVX vs RVVHX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Royce Small-Cap Value Investment
Price$10.48
Change-$0.11 (-1.04%)
VolumeN/A
Net Assets97.79M
DFSVX vs RVVHX Comparison Chart in %
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DFSVX vs. RVVHX 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 RVVHX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. RVVHX (97.8M). DFSVX pays higher dividends than RVVHX: DFSVX (1.69) vs RVVHX (1.15). DFSVX was incepted earlier than RVVHX: DFSVX (33 years) vs RVVHX (19 years). RVVHX (1.34) is less costly to investors than DFSVX (0.31). RVVHX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than RVVHX: DFSVX (0) vs RVVHX (2000). DFSVX annual gain was more profitable for investors over the last year : -1.72 vs. RVVHX (-5.99). DFSVX return over 5 years is better than : 70.67 vs. RVVHX (36.29).
| DFSVX | RVVHX | DFSVX / RVVHX | |
| Total Expense Ratio | 0.31 | 1.24 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.34 | 23% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 4.670 | 5.268 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 97.8M | 16,258% |
| Annual Yield % from dividends | 1.69 | 1.15 | 147% |
| Returns for 1 year | -1.72 | -5.99 | 29% |
| Returns for 3 years | 20.64 | 10.86 | 190% |
| Returns for 5 years | 70.67 | 36.29 | 195% |
| Returns for 10 years | 63.06 | 8.05 | 783% |
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