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DFSVX vs RVVHX
DFSVX vs RVVHX Comparison
Open Charts DFSVX vs RVVHX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
Royce Small-Cap Value Investment
Price$10.00
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets100.51M
DFSVX vs RVVHX Comparison Chart in %
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DFSVX vs. RVVHX commentary
Dec 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 Hold and RVVHX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. RVVHX (101M). DFSVX pays higher dividends than RVVHX: DFSVX (1.62) vs RVVHX (1.11). 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 : 8.55 vs. RVVHX (-1.77). DFSVX return over 5 years is better than : 62.34 vs. RVVHX (19.19).
| 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 | 9.622 | -0.596 | -1,613% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 101M | 16,535% |
| Annual Yield % from dividends | 1.62 | 1.11 | 147% |
| Returns for 1 year | 8.55 | -1.77 | -483% |
| Returns for 3 years | 39.26 | 15.05 | 261% |
| Returns for 5 years | 62.34 | 19.19 | 325% |
| Returns for 10 years | 79.11 | 20.81 | 380% |
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