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BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$17.98
Change+$0.16 (+0.90%)
VolumeN/A
Net Assets1.13B
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
BOSVX vs DFSVX Comparison Chart in %
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BOSVX vs. DFSVX commentary
Jul 06, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. BOSVX (1.13B). BOSVX pays higher dividends than DFSVX: BOSVX (1.79) vs DFSVX (1.67). 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 : 9.45 vs. BOSVX (-0.40). DFSVX return over 5 years is better than : 105.30 vs. BOSVX (73.49).
| 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 | -1.100 | 1.067 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 16.1B | 7% |
| Annual Yield % from dividends | 1.79 | 1.67 | 107% |
| Returns for 1 year | -0.40 | 9.45 | -4% |
| Returns for 3 years | -7.31 | 32.84 | -22% |
| Returns for 5 years | 73.49 | 105.30 | 70% |
| Returns for 10 years | 31.92 | 45.10 | 71% |
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