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BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$18.52
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets1.19B
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
BOSVX vs DFSVX Comparison Chart
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BOSVX vs. DFSVX commentary
Jan 19, 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: 16.8B vs. BOSVX (1.19B). 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 : 17.38 vs. BOSVX (4.76). DFSVX return over 5 years is better than : 51.83 vs. BOSVX (28.26).
| 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 | 1.870 | 2.948 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 16.8B | 7% |
| Annual Yield % from dividends | 1.44 | 1.44 | 100% |
| Returns for 1 year | 4.76 | 17.38 | 27% |
| Returns for 3 years | -14.91 | 16.94 | -88% |
| Returns for 5 years | 28.26 | 51.83 | 55% |
| Returns for 10 years | 43.64 | 57.77 | 76% |
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