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BPSIX vs DFFVX
BPSIX vs DFFVX Comparison
Open Charts BPSIX vs DFFVX
Boston Partners Small Cap Value II I
Price$26.80
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets578.72M
DFA US Targeted Value I
Price$35.73
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets13.82B
BPSIX vs DFFVX Comparison Chart
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BPSIX vs. DFFVX commentary
Jan 24, 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 BPSIX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. BPSIX (579M). DFFVX pays higher dividends than BPSIX: DFFVX (1.37) vs BPSIX (0.83). BPSIX was incepted earlier than DFFVX: BPSIX (27 years) vs DFFVX (25 years). BPSIX is a more actively managed with annual turnover of: 65.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than BPSIX: DFFVX (0) vs BPSIX (100000). DFFVX annual gain was more profitable for investors over the last year : 16.12 vs. BPSIX (6.11). DFFVX return over 5 years is better than : 64.57 vs. BPSIX (7.11).
| BPSIX | DFFVX | BPSIX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 2.616 | 3.637 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 13.8B | 4% |
| Annual Yield % from dividends | 0.83 | 1.37 | 60% |
| Returns for 1 year | 6.11 | 16.12 | 38% |
| Returns for 3 years | -7.10 | 27.43 | -26% |
| Returns for 5 years | 7.11 | 64.57 | 11% |
| Returns for 10 years | 28.92 | 74.41 | 39% |
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