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BOSYX vs DFSVX
BOSYX vs DFSVX Comparison
Open Charts BOSYX vs DFSVX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
BOSYX vs DFSVX Comparison Chart
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BOSYX vs. DFSVX commentary
May 23, 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 Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. BOSYX (56.8M). DFSVX (1.75) and BOSYX (1.73) 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 : -3.63 vs. BOSYX (-12.56). DFSVX return over 5 years is better than : 94.99 vs. BOSYX (19.64).
| 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 | -5.360 | -8.573 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.8M | 14.6B | 0% |
| Annual Yield % from dividends | 1.73 | 1.75 | 99% |
| Returns for 1 year | -12.56 | -3.63 | 346% |
| Returns for 3 years | -17.69 | 12.64 | -140% |
| Returns for 5 years | 19.64 | 94.99 | 21% |
| Returns for 10 years | N/A | 28.61 | - |
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