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BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$19.99
Change-$0.33 (-1.62%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
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BOSVX vs DFSVX Comparison Chart
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BOSVX vs. DFSVX commentary
Sep 21, 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 BOSVX is a Buy and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. BOSVX (1.29B). DFSVX (1.44) and BOSVX (1.44) have matching dividends . BOSVX was incepted earlier than DFSVX: BOSVX (13 years) vs DFSVX (32 years). BOSVX is a more actively managed with annual turnover of: 38.00 vs. DFSVX (25.00). BOSVX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. BOSVX (17.61). DFSVX return over 5 years is better than : 55.21 vs. BOSVX (46.68).
| BOSVX | DFSVX | BOSVX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 6.779 | 8.788 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 16.7B | 8% |
| Annual Yield % from dividends | 1.44 | 1.44 | 100% |
| Returns for 1 year | 17.61 | 22.84 | 77% |
| Returns for 3 years | 2.39 | 17.09 | 14% |
| Returns for 5 years | 46.68 | 55.21 | 85% |
| Returns for 10 years | 44.71 | 44.49 | 100% |
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