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BPSCX vs DFSVX
BPSCX vs DFSVX Comparison
Open Charts BPSCX vs DFSVX
Boston Partners Small Cap Value II I
Price$24.99
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets578.72M
DFA US Small Cap Value I
Price$50.24
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets16.82B
BPSCX vs DFSVX Comparison Chart
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BPSCX vs. DFSVX commentary
Jan 24, 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: 16.8B vs. BPSCX (579M). DFSVX pays higher dividends than BPSCX: DFSVX (1.44) vs BPSCX (0.62). BPSCX was incepted earlier than DFSVX: BPSCX (27 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 : 15.36 vs. BPSCX (4.98). DFSVX return over 5 years is better than : 56.95 vs. BPSCX (3.77).
| BPSCX | DFSVX | BPSCX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 2.599 | 3.236 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 16.8B | 3% |
| Annual Yield % from dividends | 0.62 | 1.44 | 43% |
| Returns for 1 year | 4.98 | 15.36 | 32% |
| Returns for 3 years | -9.28 | 24.01 | -39% |
| Returns for 5 years | 3.77 | 56.95 | 7% |
| Returns for 10 years | 22.62 | 55.08 | 41% |
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