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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$25.88
Change-$0.04 (-0.15%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.33
Change+$0.14 (+0.29%)
VolumeN/A
CapitalizationN/A
BPSIX vs DFSVX Comparison Chart
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BPSIX vs. DFSVX commentary
Dec 24, 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 Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. BPSIX (567M). DFSVX pays higher dividends than BPSIX: DFSVX (1.44) vs BPSIX (0.83). BPSIX was incepted earlier than DFSVX: BPSIX (27 years) vs DFSVX (32 years). BPSIX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (25.00). 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 : 8.81 vs. BPSIX (0.58). DFSVX return over 5 years is better than : 46.64 vs. BPSIX (2.89).
| BPSIX | DFSVX | BPSIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 0.427 | 9.171 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 16.3B | 3% |
| Annual Yield % from dividends | 0.83 | 1.44 | 57% |
| Returns for 1 year | 0.58 | 8.81 | 7% |
| Returns for 3 years | -12.61 | 16.52 | -76% |
| Returns for 5 years | 2.89 | 46.64 | 6% |
| Returns for 10 years | 21.82 | 44.42 | 49% |
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