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BPSIX vs DFFVX
BPSIX vs DFFVX Comparison
Open Charts BPSIX vs DFFVX
Boston Partners Small Cap Value II I
Price$30.80
Change-$0.31 (-1.00%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$36.54
Change-$0.46 (-1.24%)
VolumeN/A
CapitalizationN/A
BPSIX vs DFFVX Comparison Chart
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BPSIX vs. DFFVX commentary
Nov 13, 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 StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.6B vs. BPSIX (603M). DFFVX pays higher dividends than BPSIX: DFFVX (1.37) vs BPSIX (0.83). BPSIX was incepted earlier than DFFVX: BPSIX (26 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 : 35.26 vs. BPSIX (20.92). DFFVX return over 5 years is better than : 65.87 vs. BPSIX (23.82).
| BPSIX | DFFVX | BPSIX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 18.644 | 15.862 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 14.6B | 4% |
| Annual Yield % from dividends | 0.83 | 1.37 | 60% |
| Returns for 1 year | 20.92 | 35.26 | 59% |
| Returns for 3 years | -7.67 | 12.60 | -61% |
| Returns for 5 years | 23.82 | 65.87 | 36% |
| Returns for 10 years | 46.01 | 65.53 | 70% |
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