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BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$14.94
Change+$0.22 (+1.49%)
VolumeN/A
Net Assets938.3M
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.34B
BOSVX vs DFSVX Comparison Chart
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BOSVX vs. DFSVX commentary
Apr 18, 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: 13.3B vs. BOSVX (938M). BOSVX pays higher dividends than DFSVX: BOSVX (1.87) 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 : -7.14 vs. BOSVX (-15.83). DFSVX return over 5 years is better than : 90.03 vs. BOSVX (66.82).
| 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 | -18.922 | -16.996 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 13.3B | 7% |
| Annual Yield % from dividends | 1.87 | 1.65 | 113% |
| Returns for 1 year | -15.83 | -7.14 | 222% |
| Returns for 3 years | -33.28 | -2.79 | 1,195% |
| Returns for 5 years | 66.82 | 90.03 | 74% |
| Returns for 10 years | 6.28 | 18.00 | 35% |
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