BPSCX
Price
$21.81
Change
+$1.50 (+7.39%)
Updated
Apr 9 closing price
Net Assets
467.04M
DFFVX
Price
$30.02
Change
+$2.42 (+8.77%)
Updated
Apr 9 closing price
Net Assets
10.7B
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BPSCX vs DFFVX

Header iconBPSCX vs DFFVX Comparison
Open Charts BPSCX vs DFFVXBanner chart's image
Boston Partners Small Cap Value II I
Price$21.81
Change+$1.50 (+7.39%)
VolumeN/A
Net Assets467.04M
DFA US Targeted Value I
Price$30.02
Change+$2.42 (+8.77%)
VolumeN/A
Net Assets10.7B
BPSCX vs DFFVX Comparison Chart
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BPSCX vs. DFFVX commentary
Apr 11, 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 BPSCX is a Buy and DFFVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 10.7B vs. BPSCX (467M). DFFVX pays higher dividends than BPSCX: DFFVX (1.63) vs BPSCX (0.60). BPSCX was incepted earlier than DFFVX: BPSCX (27 years) vs DFFVX (25 years). BPSCX (1.30) is less costly to investors than DFFVX (0.30). BPSCX is a more actively managed with annual turnover of: 55.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than BPSCX: DFFVX (0) vs BPSCX (2500). DFFVX annual gain was more profitable for investors over the last year : -14.30 vs. BPSCX (-19.38). DFFVX return over 5 years is better than : 86.51 vs. BPSCX (26.31).
BPSCXDFFVXBPSCX / DFFVX
Total Expense Ratio1.260.29434%
Annual Report Gross Expense Ratio1.300.30433%
Fund Existence27 years25 years-
Gain YTD-16.213-19.34684%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets467M10.7B4%
Annual Yield % from dividends0.601.6337%
Returns for 1 year-19.38-14.30136%
Returns for 3 years-25.16-2.061,224%
Returns for 5 years26.3186.5130%
Returns for 10 years-5.7626.04-22%
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