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BPSIX vs DFFVX
BPSIX vs DFFVX Comparison
Open Charts BPSIX vs DFFVX
Boston Partners Small Cap Value II I
Price$23.46
Change-$1.45 (-5.82%)
VolumeN/A
Net Assets534.72M
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
BPSIX vs DFFVX Comparison Chart
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BPSIX vs. DFFVX commentary
Apr 05, 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: 12.6B vs. BPSIX (535M). 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 : 0.60 vs. BPSIX (-6.65). DFFVX return over 5 years is better than : 165.27 vs. BPSIX (82.38).
| 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 | -4.155 | -5.436 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 535M | 12.6B | 4% |
| Annual Yield % from dividends | 0.81 | 1.63 | 50% |
| Returns for 1 year | -6.65 | 0.60 | -1,105% |
| Returns for 3 years | -15.38 | 11.44 | -134% |
| Returns for 5 years | 82.38 | 165.27 | 50% |
| Returns for 10 years | 13.18 | 48.10 | 27% |
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