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BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$17.69
Change-$0.41 (-2.27%)
VolumeN/A
Net Assets1.13B
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
BOSVX vs DFSVX Comparison Chart
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BOSVX vs. DFSVX commentary
Feb 23, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. BOSVX (1.13B). 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 : 9.32 vs. BOSVX (-1.69). DFSVX return over 5 years is better than : 52.23 vs. BOSVX (31.18).
| 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 | -2.695 | -1.546 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 15.9B | 7% |
| Annual Yield % from dividends | 1.44 | 1.44 | 100% |
| Returns for 1 year | -1.69 | 9.32 | -18% |
| Returns for 3 years | -15.58 | 17.14 | -91% |
| Returns for 5 years | 31.18 | 52.23 | 60% |
| Returns for 10 years | 30.73 | 41.91 | 73% |
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