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BPSCX vs DFSVX
BPSCX vs DFSVX Comparison
Open Charts BPSCX vs DFSVX
Boston Partners Small Cap Value II I
Price$24.43
Change-$0.53 (-2.12%)
VolumeN/A
Net Assets569.75M
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
BPSCX vs DFSVX Comparison Chart
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BPSCX vs. DFSVX commentary
Feb 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: 15.9B vs. BPSCX (570M). 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 : 9.32 vs. BPSCX (1.67). DFSVX return over 5 years is better than : 52.23 vs. BPSCX (3.11).
| 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 | 0.784 | -1.546 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 15.9B | 4% |
| Annual Yield % from dividends | 0.62 | 1.44 | 43% |
| Returns for 1 year | 1.67 | 9.32 | 18% |
| Returns for 3 years | -11.93 | 17.14 | -70% |
| Returns for 5 years | 3.11 | 52.23 | 6% |
| Returns for 10 years | 16.32 | 41.91 | 39% |
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