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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$22.53
Change-$0.93 (-3.96%)
VolumeN/A
Net Assets502.97M
DFA US Small Cap Value I
Price$39.73
Change-$1.73 (-4.17%)
VolumeN/A
Net Assets13.76B
BPSIX vs DFSVX Comparison Chart
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BPSIX vs. DFSVX 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.8B 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 : -0.75 vs. BPSIX (-6.65). DFSVX return over 5 years is better than : 148.44 vs. BPSIX (82.38).
| BPSIX | DFSVX | BPSIX / DFSVX | |
| Total Expense Ratio | 1.01 | 0.31 | 326% |
| Annual Report Gross Expense Ratio | 1.05 | 0.31 | 339% |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | -4.155 | -6.586 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 503M | 13.8B | 4% |
| Annual Yield % from dividends | 0.81 | 1.65 | 49% |
| Returns for 1 year | -6.65 | -0.75 | 888% |
| Returns for 3 years | -15.38 | 7.99 | -192% |
| Returns for 5 years | 82.38 | 148.44 | 55% |
| Returns for 10 years | 13.18 | 31.44 | 42% |
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