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BPSIX vs DFFVX
BPSIX vs DFFVX Comparison
Open Charts BPSIX vs DFFVX
Boston Partners Small Cap Value II I
Price$26.76
Change+$0.29 (+1.10%)
VolumeN/A
Net Assets584.99M
DFA US Targeted Value I
Price$34.42
Change+$0.42 (+1.24%)
VolumeN/A
Net Assets13.03B
BPSIX vs DFFVX Comparison Chart in %
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BPSIX vs. DFFVX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13B vs. BPSIX (585M). DFFVX pays higher dividends than BPSIX: DFFVX (1.63) vs BPSIX (0.76). 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 : 1.83 vs. BPSIX (-7.73). DFFVX return over 5 years is better than : 105.89 vs. BPSIX (39.38).
| 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 | 1.847 | 1.068 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 13B | 5% |
| Annual Yield % from dividends | 0.76 | 1.63 | 46% |
| Returns for 1 year | -7.73 | 1.83 | -423% |
| Returns for 3 years | 2.57 | 35.97 | 7% |
| Returns for 5 years | 39.38 | 105.89 | 37% |
| Returns for 10 years | 20.73 | 62.26 | 33% |
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