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BPSIX vs DFFVX
BPSIX vs DFFVX Comparison
Open Charts BPSIX vs DFFVX
Boston Partners Small Cap Value II I
Price$25.69
Change+$0.33 (+1.30%)
VolumeN/A
Net Assets548.47M
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
BPSIX vs DFFVX Comparison Chart
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BPSIX vs. DFFVX commentary
Jun 07, 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: 12.5B vs. BPSIX (548M). DFFVX pays higher dividends than BPSIX: DFFVX (1.62) vs BPSIX (0.79). 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 : 3.08 vs. BPSIX (-4.46). DFFVX return over 5 years is better than : 79.52 vs. BPSIX (26.46).
| 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 | -2.424 | -4.530 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 12.5B | 4% |
| Annual Yield % from dividends | 0.79 | 1.62 | 49% |
| Returns for 1 year | -4.46 | 3.08 | -145% |
| Returns for 3 years | -13.15 | 11.76 | -112% |
| Returns for 5 years | 26.46 | 79.52 | 33% |
| Returns for 10 years | 15.97 | 50.14 | 32% |
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