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BPSCX vs DFSVX
BPSCX vs DFSVX Comparison
Open Charts BPSCX vs DFSVX
Boston Partners Small Cap Value II I
Price$24.14
Change-$0.04 (-0.17%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.33
Change+$0.14 (+0.29%)
VolumeN/A
CapitalizationN/A
BPSCX vs DFSVX Comparison Chart
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BPSCX vs. DFSVX commentary
Dec 24, 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 Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. BPSCX (567M). 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 : 8.81 vs. BPSCX (-0.53). DFSVX return over 5 years is better than : 46.64 vs. BPSCX (-0.30).
| 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 | -0.649 | 9.171 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 16.3B | 3% |
| Annual Yield % from dividends | 0.62 | 1.44 | 43% |
| Returns for 1 year | -0.53 | 8.81 | -6% |
| Returns for 3 years | -14.65 | 16.52 | -89% |
| Returns for 5 years | -0.30 | 46.64 | -1% |
| Returns for 10 years | 15.89 | 44.42 | 36% |
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