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BPSCX vs DFSVX
BPSCX vs DFSVX Comparison
Open Charts BPSCX vs DFSVX
Boston Partners Small Cap Value II I
Price$27.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$49.19
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BPSCX vs DFSVX Comparison Chart
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BPSCX vs. DFSVX commentary
Sep 20, 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 BPSCX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. BPSCX (571M). DFSVX pays higher dividends than BPSCX: DFSVX (1.44) vs BPSCX (0.62). BPSCX was incepted earlier than DFSVX: BPSCX (26 years) vs DFSVX (32 years). BPSCX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than BPSCX: DFSVX (0) vs BPSCX (2500). DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. BPSCX (7.34). DFSVX return over 5 years is better than : 53.86 vs. BPSCX (16.89).
| BPSCX | DFSVX | BPSCX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 10.111 | 7.846 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 16.3B | 4% |
| Annual Yield % from dividends | 0.62 | 1.44 | 43% |
| Returns for 1 year | 7.34 | 19.84 | 37% |
| Returns for 3 years | -9.34 | 13.38 | -70% |
| Returns for 5 years | 16.89 | 53.86 | 31% |
| Returns for 10 years | 30.70 | 39.64 | 77% |
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