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BOSCX vs DFSVX
BOSCX vs DFSVX Comparison
Open Charts BOSCX vs DFSVX
BNY Mellon Sm Cp Val C
Price$20.86
Change+$0.32 (+1.56%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
BOSCX vs DFSVX Comparison Chart
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BOSCX vs. DFSVX commentary
Nov 23, 2024
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 BOSCX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. BOSCX (79.5M). DFSVX pays higher dividends than BOSCX: DFSVX (1.44) vs BOSCX (0.00). BOSCX was incepted earlier than DFSVX: BOSCX (8 years) vs DFSVX (32 years). BOSCX is a more actively managed with annual turnover of: 43.28 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than BOSCX: DFSVX (0) vs BOSCX (1000). DFSVX annual gain was more profitable for investors over the last year : 29.64 vs. BOSCX (18.11). DFSVX return over 5 years is better than : 64.24 vs. BOSCX (1.88).
| BOSCX | DFSVX | BOSCX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 12.425 | 18.345 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.5M | 17.6B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 18.11 | 29.64 | 61% |
| Returns for 3 years | -19.61 | 11.71 | -167% |
| Returns for 5 years | 1.88 | 64.24 | 3% |
| Returns for 10 years | 46.16 | 50.67 | 91% |
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