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BPSIX vs DFFVX
BPSIX vs DFFVX Comparison
Open Charts BPSIX vs DFFVX
Boston Partners Small Cap Value II I
Price$26.20
Change-$0.57 (-2.13%)
VolumeN/A
Net Assets569.75M
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
BPSIX vs DFFVX Comparison Chart
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BPSIX vs. DFFVX commentary
Feb 23, 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: 13.2B vs. BPSIX (570M). 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 : 10.28 vs. BPSIX (2.78). DFFVX return over 5 years is better than : 59.88 vs. BPSIX (6.43).
| 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 | 0.808 | -0.786 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 13.2B | 4% |
| Annual Yield % from dividends | 0.83 | 1.37 | 60% |
| Returns for 1 year | 2.78 | 10.28 | 27% |
| Returns for 3 years | -9.82 | 20.19 | -49% |
| Returns for 5 years | 6.43 | 59.88 | 11% |
| Returns for 10 years | 22.24 | 57.95 | 38% |
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