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BPSIX vs DFFVX
BPSIX vs DFFVX Comparison
Open Charts BPSIX vs DFFVX
Boston Partners Small Cap Value II I
Price$25.88
Change-$0.04 (-0.15%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.29
Change+$0.09 (+0.26%)
VolumeN/A
CapitalizationN/A
BPSIX vs DFFVX Comparison Chart
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BPSIX vs. DFFVX commentary
Dec 24, 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 BPSIX is a Buy and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. BPSIX (567M). 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 : 8.75 vs. BPSIX (0.58). DFFVX return over 5 years is better than : 54.40 vs. BPSIX (2.89).
| 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 | 0.427 | 9.088 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 13.5B | 4% |
| Annual Yield % from dividends | 0.83 | 1.37 | 60% |
| Returns for 1 year | 0.58 | 8.75 | 7% |
| Returns for 3 years | -12.61 | 18.99 | -66% |
| Returns for 5 years | 2.89 | 54.40 | 5% |
| Returns for 10 years | 21.82 | 62.47 | 35% |
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