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BOSYX vs DFFVX
BOSYX vs DFFVX Comparison
Open Charts BOSYX vs DFFVX
BNY Mellon Sm Cp Val Y
Price$19.14
Change-$3.18 (-14.25%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$35.53
Change-$0.50 (-1.39%)
VolumeN/A
CapitalizationN/A
BOSYX vs DFFVX Comparison Chart
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BOSYX vs. DFFVX commentary
Dec 18, 2024
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 BOSYX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.2B vs. BOSYX (78.5M). DFFVX pays higher dividends than BOSYX: DFFVX (1.37) vs BOSYX (0.87). BOSYX was incepted earlier than DFFVX: BOSYX (8 years) vs DFFVX (25 years). BOSYX is a more actively managed with annual turnover of: 43.28 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than BOSYX: DFFVX (0) vs BOSYX (1000000). BOSYX annual gain was more profitable for investors over the last year : 16.25 vs. DFFVX (15.38). DFFVX return over 5 years is better than : 60.26 vs. BOSYX (11.86).
| BOSYX | DFFVX | BOSYX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 14.076 | 13.033 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.5M | 14.2B | 1% |
| Annual Yield % from dividends | 0.87 | 1.37 | 63% |
| Returns for 1 year | 16.25 | 15.38 | 106% |
| Returns for 3 years | -10.83 | 26.84 | -40% |
| Returns for 5 years | 11.86 | 60.26 | 20% |
| Returns for 10 years | N/A | 71.11 | - |
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