Ad is loading...
BPSIX vs DFFVX
BPSIX vs DFFVX Comparison
Open Charts BPSIX vs DFFVX
Boston Partners Small Cap Value II I
Price$23.79
Change+$0.40 (+1.71%)
VolumeN/A
Net Assets503.18M
DFA US Targeted Value I
Price$30.36
Change+$0.58 (+1.95%)
VolumeN/A
Net Assets11.69B
BPSIX vs DFFVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BPSIX vs. DFFVX commentary
Apr 25, 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 Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.7B vs. BPSIX (503M). DFFVX pays higher dividends than BPSIX: DFFVX (1.63) vs BPSIX (0.81). BPSIX was incepted earlier than DFFVX: BPSIX (27 years) vs DFFVX (25 years). BPSIX (1.05) is less costly to investors than DFFVX (0.30). BPSIX is a more actively managed with annual turnover of: 55.00 vs. DFFVX (7.00). 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 : -3.09 vs. BPSIX (-10.61). DFFVX return over 5 years is better than : 114.69 vs. BPSIX (47.92).
| BPSIX | DFFVX | BPSIX / DFFVX | |
| Total Expense Ratio | 1.01 | 0.29 | 348% |
| Annual Report Gross Expense Ratio | 1.05 | 0.30 | 350% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -10.004 | -11.280 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 503M | 11.7B | 4% |
| Annual Yield % from dividends | 0.81 | 1.63 | 50% |
| Returns for 1 year | -10.61 | -3.09 | 343% |
| Returns for 3 years | -17.57 | 7.89 | -223% |
| Returns for 5 years | 47.92 | 114.69 | 42% |
| Returns for 10 years | 6.04 | 39.79 | 15% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers