BPSIX
Price
$23.79
Change
+$0.40 (+1.71%)
Updated
Apr 24 closing price
Net Assets
503.18M
DFSVX
Price
$42.14
Change
+$0.81 (+1.96%)
Updated
Apr 24 closing price
Net Assets
13.89B
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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$23.79
Change+$0.40 (+1.71%)
VolumeN/A
Net Assets503.18M
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
BPSIX vs DFSVX Comparison Chart
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BPSIX vs. DFSVX commentary
Apr 25, 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: 13.9B vs. BPSIX (503M). DFSVX pays higher dividends than BPSIX: DFSVX (1.65) vs BPSIX (0.81). 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 : -5.06 vs. BPSIX (-10.61). DFSVX return over 5 years is better than : 101.19 vs. BPSIX (47.92).
BPSIXDFSVXBPSIX / DFSVX
Total Expense Ratio1.010.31326%
Annual Report Gross Expense Ratio1.050.31339%
Fund Existence27 years32 years-
Gain YTD-10.004-12.79578%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets503M13.9B4%
Annual Yield % from dividends0.811.6549%
Returns for 1 year-10.61-5.06210%
Returns for 3 years-17.573.93-447%
Returns for 5 years47.92101.1947%
Returns for 10 years6.0423.8725%
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