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BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$20.67
Change-$0.18 (-0.86%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
BOSVX vs DFSVX Comparison Chart
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BOSVX vs. DFSVX commentary
Nov 18, 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 StrongSell and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B 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 : 26.86 vs. BOSVX (16.71). DFSVX return over 5 years is better than : 56.90 vs. BOSVX (45.18).
| 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 | 8.618 | 14.541 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 17.4B | 7% |
| Annual Yield % from dividends | 1.44 | 1.44 | 100% |
| Returns for 1 year | 16.71 | 26.86 | 62% |
| Returns for 3 years | -11.62 | 7.13 | -163% |
| Returns for 5 years | 45.18 | 56.90 | 79% |
| Returns for 10 years | 45.62 | 48.27 | 95% |