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DFSVX vs RYSEX
DFSVX vs RYSEX Comparison
Open Charts DFSVX vs RYSEX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.76B
Royce Small-Cap Special Equity Invmt
Price$14.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets446.24M
DFSVX vs RYSEX Comparison Chart in %
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DFSVX vs. RYSEX commentary
Dec 27, 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: 16.8B vs. RYSEX (446M). RYSEX pays higher dividends than DFSVX: RYSEX (2.31) vs DFSVX (1.62). DFSVX was incepted earlier than RYSEX: DFSVX (33 years) vs RYSEX (28 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 : 9.08 vs. RYSEX (-7.95). DFSVX return over 5 years is better than : 62.40 vs. RYSEX (-17.10).
| 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 | 28 years | - |
| Gain YTD | 9.664 | -6.316 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 446M | 3,767% |
| Annual Yield % from dividends | 1.62 | 2.31 | 70% |
| Returns for 1 year | 9.08 | -7.95 | -114% |
| Returns for 3 years | 39.53 | -7.44 | -531% |
| Returns for 5 years | 62.40 | -17.10 | -365% |
| Returns for 10 years | 79.47 | -13.22 | -601% |
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