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BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$19.10
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.17B
DFA US Small Cap Value I
Price$51.03
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets16.62B
BOSVX vs DFSVX Comparison Chart in %
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BOSVX vs. DFSVX commentary
Aug 29, 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: 16.6B vs. BOSVX (1.17B). BOSVX pays higher dividends than DFSVX: BOSVX (1.77) vs DFSVX (1.64). BOSVX was incepted earlier than DFSVX: BOSVX (14 years) vs DFSVX (33 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 : 7.49 vs. BOSVX (-2.10). DFSVX return over 5 years is better than : 90.25 vs. BOSVX (62.30).
| 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 | 33 years | - |
| Gain YTD | 5.171 | 6.120 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 16.6B | 7% |
| Annual Yield % from dividends | 1.77 | 1.64 | 108% |
| Returns for 1 year | -2.10 | 7.49 | -28% |
| Returns for 3 years | -10.43 | 27.42 | -38% |
| Returns for 5 years | 62.30 | 90.25 | 69% |
| Returns for 10 years | 51.00 | 63.42 | 80% |
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