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BPSCX vs DFSVX
BPSCX vs DFSVX Comparison
Open Charts BPSCX vs DFSVX
Boston Partners Small Cap Value II I
Price$21.81
Change+$1.50 (+7.39%)
VolumeN/A
Net Assets467.04M
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets13.84B
BPSCX vs DFSVX Comparison Chart
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BPSCX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.8B vs. BPSCX (467M). DFSVX pays higher dividends than BPSCX: DFSVX (1.65) vs BPSCX (0.60). 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 : -15.85 vs. BPSCX (-19.38). DFSVX return over 5 years is better than : 73.80 vs. BPSCX (26.31).
| 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 | -16.213 | -20.700 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 13.8B | 3% |
| Annual Yield % from dividends | 0.60 | 1.65 | 36% |
| Returns for 1 year | -19.38 | -15.85 | 122% |
| Returns for 3 years | -25.16 | -5.38 | 468% |
| Returns for 5 years | 26.31 | 73.80 | 36% |
| Returns for 10 years | -5.76 | 11.58 | -50% |
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