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DFSVX vs RYPNX
DFSVX vs RYPNX Comparison
Open Charts DFSVX vs RYPNX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Royce Small-Cap Opportunity Invmt
Price$17.03
Change+$0.17 (+1.01%)
VolumeN/A
Net Assets1.12B
DFSVX vs RYPNX Comparison Chart in %
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DFSVX vs. RYPNX commentary
Sep 29, 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 RYPNX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. RYPNX (1.12B). DFSVX pays higher dividends than RYPNX: DFSVX (1.52) vs RYPNX (0.00). DFSVX was incepted earlier than RYPNX: DFSVX (33 years) vs RYPNX (29 years). RYPNX (1.22) is less costly to investors than DFSVX (0.31). RYPNX is a more actively managed with annual turnover of: 35.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than RYPNX: DFSVX (0) vs RYPNX (2000). RYPNX (7.11) and DFSVX (6.87) have marching annual gain over last year. DFSVX return over 5 years is better than : 108.39 vs. RYPNX (54.54).
| DFSVX | RYPNX | DFSVX / RYPNX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 33 years | 29 years | - |
| Gain YTD | 5.663 | 9.942 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 1.12B | 1,471% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 6.87 | 7.11 | 97% |
| Returns for 3 years | 43.95 | 37.89 | 116% |
| Returns for 5 years | 108.39 | 54.54 | 199% |
| Returns for 10 years | 73.20 | 50.98 | 144% |
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