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DFSVX vs RVVHX
DFSVX vs RVVHX Comparison
Open Charts DFSVX vs RVVHX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Royce Small-Cap Value Investment
Price$10.80
Change+$0.09 (+0.84%)
VolumeN/A
Net Assets102.72M
DFSVX vs RVVHX Comparison Chart in %
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DFSVX vs. RVVHX commentary
Sep 28, 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 RVVHX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. RVVHX (103M). DFSVX pays higher dividends than RVVHX: DFSVX (1.52) vs RVVHX (1.10). 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 : 6.87 vs. RVVHX (1.30). DFSVX return over 5 years is better than : 108.39 vs. RVVHX (63.93).
| 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 | 5.663 | 7.356 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 103M | 16,019% |
| Annual Yield % from dividends | 1.52 | 1.10 | 138% |
| Returns for 1 year | 6.87 | 1.30 | 530% |
| Returns for 3 years | 43.95 | 34.08 | 129% |
| Returns for 5 years | 108.39 | 63.93 | 170% |
| Returns for 10 years | 73.20 | 11.14 | 657% |
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