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BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$18.11
Change-$0.82 (-4.33%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
BOSVX vs DFSVX Comparison Chart
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BOSVX vs. DFSVX commentary
Dec 19, 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 Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. BOSVX (1.24B). 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 : 15.68 vs. BOSVX (4.06). DFSVX return over 5 years is better than : 52.30 vs. BOSVX (29.20).
| 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 | 1.056 | 13.283 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 16.9B | 7% |
| Annual Yield % from dividends | 1.44 | 1.44 | 100% |
| Returns for 1 year | 4.06 | 15.68 | 26% |
| Returns for 3 years | -7.56 | 24.57 | -31% |
| Returns for 5 years | 29.20 | 52.30 | 56% |
| Returns for 10 years | 41.66 | 52.91 | 79% |
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