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DFSVX vs RYSEX
DFSVX vs RYSEX Comparison
Open Charts DFSVX vs RYSEX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Royce Small-Cap Special Equity Invmt
Price$14.91
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets508.83M
DFSVX vs RYSEX Comparison Chart in %
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DFSVX vs. RYSEX commentary
Jul 07, 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 RYSEX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. RYSEX (509M). RYSEX pays higher dividends than DFSVX: RYSEX (2.49) vs DFSVX (1.67). DFSVX was incepted earlier than RYSEX: DFSVX (32 years) vs RYSEX (27 years). RYSEX (1.22) is less costly to investors than DFSVX (0.31). DFSVX is a more actively managed with annual turnover of: 12.00 vs. RYSEX (5.00). DFSVX has a lower initial minimum investment than RYSEX: DFSVX (0) vs RYSEX (2000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. RYSEX (-8.44). DFSVX return over 5 years is better than : 105.30 vs. RYSEX (2.19).
| DFSVX | RYSEX | DFSVX / RYSEX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 1.067 | -1.908 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 509M | 3,163% |
| Annual Yield % from dividends | 1.67 | 2.49 | 67% |
| Returns for 1 year | 9.45 | -8.44 | -112% |
| Returns for 3 years | 32.84 | -6.32 | -520% |
| Returns for 5 years | 105.30 | 2.19 | 4,807% |
| Returns for 10 years | 45.10 | -25.94 | -174% |
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