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BPSCX vs DFSVX
BPSCX vs DFSVX Comparison
Open Charts BPSCX vs DFSVX
Boston Partners Small Cap Value II I
Price$24.98
Change+$0.21 (+0.85%)
VolumeN/A
Net Assets587.93M
DFA US Small Cap Value I
Price$48.49
Change+$0.79 (+1.66%)
VolumeN/A
Net Assets15.76B
BPSCX vs DFSVX Comparison Chart in %
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BPSCX vs. DFSVX commentary
Jul 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 BPSCX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.8B vs. BPSCX (588M). DFSVX pays higher dividends than BPSCX: DFSVX (1.67) vs BPSCX (0.56). BPSCX was incepted earlier than DFSVX: BPSCX (27 years) vs DFSVX (32 years). BPSCX (1.30) is less costly to investors than DFSVX (0.31). BPSCX is a more actively managed with annual turnover of: 55.00 vs. DFSVX (12.00). 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 : 0.89 vs. BPSCX (-6.79). DFSVX return over 5 years is better than : 90.75 vs. BPSCX (32.98).
| BPSCX | DFSVX | BPSCX / DFSVX | |
| Total Expense Ratio | 1.26 | 0.31 | 406% |
| Annual Report Gross Expense Ratio | 1.30 | 0.31 | 419% |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 2.186 | -0.805 | -272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 588M | 15.8B | 4% |
| Annual Yield % from dividends | 0.56 | 1.67 | 34% |
| Returns for 1 year | -6.79 | 0.89 | -761% |
| Returns for 3 years | -3.19 | 25.95 | -12% |
| Returns for 5 years | 32.98 | 90.75 | 36% |
| Returns for 10 years | 17.83 | 47.84 | 37% |
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