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BPSCX vs VISVX
BPSCX vs VISVX Comparison
Open Charts BPSCX vs VISVX
Boston Partners Small Cap Value II I
Price$29.34
Change+$0.51 (+1.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.30
Change+$0.69 (+1.36%)
VolumeN/A
CapitalizationN/A
BPSCX vs VISVX Comparison Chart
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BPSCX vs. VISVX 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. BPSCX (595M). VISVX pays higher dividends than BPSCX: VISVX (1.90) vs BPSCX (0.62). BPSCX was incepted earlier than VISVX: BPSCX (26 years) vs VISVX (27 years). BPSCX is a more actively managed with annual turnover of: 65.00 vs. VISVX (16.00). BPSCX has a lower initial minimum investment than VISVX: BPSCX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 30.04 vs. BPSCX (15.18). VISVX return over 5 years is better than : 62.14 vs. BPSCX (21.34).
| BPSCX | VISVX | BPSCX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 18.011 | 17.712 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 595M | 57.6B | 1% |
| Annual Yield % from dividends | 0.62 | 1.90 | 33% |
| Returns for 1 year | 15.18 | 30.04 | 51% |
| Returns for 3 years | -7.89 | 16.92 | -47% |
| Returns for 5 years | 21.34 | 62.14 | 34% |
| Returns for 10 years | 37.38 | 109.83 | 34% |