Ad is loading...
BPSCX vs VISVX
BPSCX vs VISVX Comparison
Open Charts BPSCX vs VISVX
Boston Partners Small Cap Value II I
Price$21.81
Change+$1.50 (+7.39%)
VolumeN/A
Net Assets467.04M
Vanguard Small Cap Value Index I
Price$40.59
Change-$1.81 (-4.27%)
VolumeN/A
Net Assets53.62B
BPSCX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BPSCX vs. VISVX 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. BPSCX (467M). VISVX pays higher dividends than BPSCX: VISVX (2.14) vs BPSCX (0.60). BPSCX was incepted earlier than VISVX: BPSCX (27 years) vs VISVX (27 years). BPSCX (1.30) is less costly to investors than VISVX (0.19). BPSCX is a more actively managed with annual turnover of: 55.00 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 : -13.30 vs. BPSCX (-19.38). VISVX return over 5 years is better than : 69.67 vs. BPSCX (26.31).
| BPSCX | VISVX | BPSCX / VISVX | |
| Total Expense Ratio | 1.26 | 0.19 | 663% |
| Annual Report Gross Expense Ratio | 1.30 | 0.19 | 684% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -16.213 | -17.709 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 53.6B | 1% |
| Annual Yield % from dividends | 0.60 | 2.14 | 28% |
| Returns for 1 year | -19.38 | -13.30 | 146% |
| Returns for 3 years | -25.16 | -3.75 | 671% |
| Returns for 5 years | 26.31 | 69.67 | 38% |
| Returns for 10 years | -5.76 | 54.64 | -11% |
View a ticker or compare two or three
VS
VS
Ad is loading...