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BOSYX vs DFSVX
BOSYX vs DFSVX Comparison
Open Charts BOSYX vs DFSVX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
BOSYX vs DFSVX Comparison Chart
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BOSYX vs. DFSVX commentary
Apr 04, 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 BOSYX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. BOSYX (63.1M). BOSYX (1.68) and DFSVX (1.65) have matching dividends . BOSYX was incepted earlier than DFSVX: BOSYX (9 years) vs DFSVX (32 years). BOSYX (1.05) is less costly to investors than DFSVX (0.31). BOSYX is a more actively managed with annual turnover of: 44.75 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than BOSYX: DFSVX (0) vs BOSYX (1000000). DFSVX annual gain was more profitable for investors over the last year : -0.75 vs. BOSYX (-11.08). DFSVX return over 5 years is better than : 148.44 vs. BOSYX (46.80).
| BOSYX | DFSVX | BOSYX / DFSVX | |
| Total Expense Ratio | 0.90 | 0.31 | 290% |
| Annual Report Gross Expense Ratio | 1.05 | 0.31 | 339% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | -4.331 | -6.586 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1M | 15B | 0% |
| Annual Yield % from dividends | 1.68 | 1.65 | 102% |
| Returns for 1 year | -11.08 | -0.75 | 1,482% |
| Returns for 3 years | -24.62 | 7.99 | -308% |
| Returns for 5 years | 46.80 | 148.44 | 32% |
| Returns for 10 years | N/A | 31.44 | - |
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