Ad is loading...
BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$16.07
Change+$0.38 (+2.42%)
VolumeN/A
Net Assets995.64M
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
BOSVX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BOSVX vs. DFSVX commentary
May 09, 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 BOSVX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. BOSVX (996M). BOSVX pays higher dividends than DFSVX: BOSVX (1.97) vs DFSVX (1.75). BOSVX was incepted earlier than DFSVX: BOSVX (14 years) vs DFSVX (32 years). BOSVX (0.63) is less costly to investors than DFSVX (0.31). BOSVX is a more actively managed with annual turnover of: 26.00 vs. DFSVX (12.00). BOSVX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -3.50 vs. BOSVX (-14.72). DFSVX return over 5 years is better than : 92.33 vs. BOSVX (61.34).
| BOSVX | DFSVX | BOSVX / DFSVX | |
| Total Expense Ratio | 0.47 | 0.31 | 152% |
| Annual Report Gross Expense Ratio | 0.63 | 0.31 | 203% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | -13.696 | -9.256 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 14.2B | 7% |
| Annual Yield % from dividends | 1.97 | 1.75 | 113% |
| Returns for 1 year | -14.72 | -3.50 | 420% |
| Returns for 3 years | -23.41 | 13.02 | -180% |
| Returns for 5 years | 61.34 | 92.33 | 66% |
| Returns for 10 years | 14.45 | 28.50 | 51% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers