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DFSVX vs RYSEX
DFSVX vs RYSEX Comparison
Open Charts DFSVX vs RYSEX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Royce Small-Cap Special Equity Invmt
Price$15.33
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets485.32M
DFSVX vs RYSEX Comparison Chart in %
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DFSVX vs. RYSEX commentary
Oct 19, 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 RYSEX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. RYSEX (485M). RYSEX pays higher dividends than DFSVX: RYSEX (2.31) vs DFSVX (1.66). DFSVX was incepted earlier than RYSEX: DFSVX (33 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 : 0.38 vs. RYSEX (-11.25). DFSVX return over 5 years is better than : 80.47 vs. RYSEX (-3.95).
| DFSVX | RYSEX | DFSVX / RYSEX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 2.475 | 0.855 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 485M | 3,278% |
| Annual Yield % from dividends | 1.66 | 2.31 | 72% |
| Returns for 1 year | 0.38 | -11.25 | -3% |
| Returns for 3 years | 28.43 | -4.65 | -611% |
| Returns for 5 years | 80.47 | -3.95 | -2,039% |
| Returns for 10 years | 55.60 | -18.31 | -304% |
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