Ad is loading...
BOSYX vs DFSVX
BOSYX vs DFSVX Comparison
Open Charts BOSYX vs DFSVX
BNY Mellon Sm Cp Val Y
Price$19.14
Change-$3.18 (-14.25%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.15
Change-$0.70 (-1.38%)
VolumeN/A
CapitalizationN/A
BOSYX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BOSYX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. BOSYX (78.5M). DFSVX pays higher dividends than BOSYX: DFSVX (1.44) vs BOSYX (0.87). BOSYX was incepted earlier than DFSVX: BOSYX (8 years) vs DFSVX (32 years). BOSYX is a more actively managed with annual turnover of: 43.28 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than BOSYX: DFSVX (0) vs BOSYX (1000000). BOSYX (16.25) and DFSVX (15.68) have marching annual gain over last year. DFSVX return over 5 years is better than : 52.30 vs. BOSYX (11.86).
| BOSYX | DFSVX | BOSYX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 14.076 | 13.283 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.5M | 17.2B | 0% |
| Annual Yield % from dividends | 0.87 | 1.44 | 60% |
| Returns for 1 year | 16.25 | 15.68 | 104% |
| Returns for 3 years | -10.83 | 24.57 | -44% |
| Returns for 5 years | 11.86 | 52.30 | 23% |
| Returns for 10 years | N/A | 52.91 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFRA | 31.38 | N/A | N/A |
| Donoghue Forlines Yld Enhd Rl Ast ETF | |||
| IGBH | 24.44 | N/A | -0.02% |
| iShares Interest Rate Hdg L/T Corp BdETF | |||
| RODM | 29.46 | -0.14 | -0.47% |
| Hartford Multifactor Dev Mkts (exUS) ETF | |||
| MDY | 592.24 | -7.03 | -1.17% |
| SPDR® S&P MIDCAP 400 ETF Trust | |||
| SVXY | 52.21 | -0.62 | -1.17% |
| ProShares Short VIX Short-Term Futures | |||