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BPSCX vs DFSVX
BPSCX vs DFSVX Comparison
Open Charts BPSCX vs DFSVX
Boston Partners Small Cap Value II I
Price$24.16
Change+$0.29 (+1.21%)
VolumeN/A
Net Assets563.52M
DFA US Small Cap Value I
Price$46.30
Change+$0.41 (+0.89%)
VolumeN/A
Net Assets15.16B
BPSCX vs DFSVX Comparison Chart in %
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BPSCX vs. DFSVX commentary
Jun 25, 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. BPSCX (564M). DFSVX pays higher dividends than BPSCX: DFSVX (1.65) vs BPSCX (0.58). 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 : 2.60 vs. BPSCX (-4.29). DFSVX return over 5 years is better than : 94.51 vs. BPSCX (36.63).
| 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 | -2.764 | -5.966 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 564M | 15.2B | 4% |
| Annual Yield % from dividends | 0.58 | 1.65 | 35% |
| Returns for 1 year | -4.29 | 2.60 | -165% |
| Returns for 3 years | -6.11 | 21.75 | -28% |
| Returns for 5 years | 36.63 | 94.51 | 39% |
| Returns for 10 years | 7.45 | 30.76 | 24% |
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