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BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$16.71
Change+$0.23 (+1.40%)
VolumeN/A
Net Assets1.04B
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
BOSVX vs DFSVX Comparison Chart
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BOSVX vs. DFSVX commentary
Jun 07, 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: 14.8B vs. BOSVX (1.04B). BOSVX pays higher dividends than DFSVX: BOSVX (1.86) vs DFSVX (1.65). 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 : 0.94 vs. BOSVX (-9.75). DFSVX return over 5 years is better than : 68.62 vs. BOSVX (39.89).
| 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 | -9.351 | -6.110 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 14.8B | 7% |
| Annual Yield % from dividends | 1.86 | 1.65 | 113% |
| Returns for 1 year | -9.75 | 0.94 | -1,039% |
| Returns for 3 years | -26.98 | 7.43 | -363% |
| Returns for 5 years | 39.89 | 68.62 | 58% |
| Returns for 10 years | 20.29 | 33.33 | 61% |
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