BPSIX
Price
$26.14
Change
+$0.39 (+1.51%)
Updated
Jun 26 closing price
Net Assets
565.4M
DFSVX
Price
$46.63
Change
+$0.77 (+1.68%)
Updated
Jun 26 closing price
Net Assets
15.14B
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BPSIX vs DFSVX

Header iconBPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVXBanner chart's image
Boston Partners Small Cap Value II I
Price$26.14
Change+$0.39 (+1.51%)
VolumeN/A
Net Assets565.4M
DFA US Small Cap Value I
Price$46.63
Change+$0.77 (+1.68%)
VolumeN/A
Net Assets15.14B
BPSIX vs DFSVX Comparison Chart in %
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BPSIX vs. DFSVX commentary
Jun 28, 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 DFSVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. BPSIX (565M). DFSVX pays higher dividends than BPSIX: DFSVX (1.65) vs BPSIX (0.79). BPSIX was incepted earlier than DFSVX: BPSIX (27 years) vs DFSVX (32 years). BPSIX (1.05) is less costly to investors than DFSVX (0.31). BPSIX is a more actively managed with annual turnover of: 55.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than BPSIX: DFSVX (0) vs BPSIX (100000). DFSVX annual gain was more profitable for investors over the last year : 3.57 vs. BPSIX (-1.52). DFSVX return over 5 years is better than : 99.23 vs. BPSIX (45.05).
BPSIXDFSVXBPSIX / DFSVX
Total Expense Ratio1.010.31326%
Annual Report Gross Expense Ratio1.050.31339%
Fund Existence27 years32 years-
Gain YTD-0.923-5.09618%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets565M15.1B4%
Annual Yield % from dividends0.791.6548%
Returns for 1 year-1.523.57-43%
Returns for 3 years-2.9221.77-13%
Returns for 5 years45.0599.2345%
Returns for 10 years17.5035.3350%
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