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BPSCX vs DFSVX
BPSCX vs DFSVX Comparison
Open Charts BPSCX vs DFSVX
Boston Partners Small Cap Value II I
Price$29.34
Change+$0.51 (+1.77%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
BPSCX vs DFSVX Comparison Chart
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BPSCX vs. DFSVX commentary
Nov 23, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. BPSCX (595M). DFSVX pays higher dividends than BPSCX: DFSVX (1.44) vs BPSCX (0.62). BPSCX was incepted earlier than DFSVX: BPSCX (26 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 : 27.42 vs. BPSCX (15.18). DFSVX return over 5 years is better than : 61.43 vs. BPSCX (21.34).
| BPSCX | DFSVX | BPSCX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 18.011 | 16.319 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 17.6B | 3% |
| Annual Yield % from dividends | 0.62 | 1.44 | 43% |
| Returns for 1 year | 15.18 | 27.42 | 55% |
| Returns for 3 years | -7.89 | 10.57 | -75% |
| Returns for 5 years | 21.34 | 61.43 | 35% |
| Returns for 10 years | 37.38 | 48.14 | 78% |
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