Interact to see
Advertisement
Advertisement
BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$25.69
Change+$0.33 (+1.30%)
VolumeN/A
Net Assets548.47M
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
BPSIX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BPSIX vs. DFSVX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. BPSIX (548M). 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 : 0.94 vs. BPSIX (-4.46). DFSVX return over 5 years is better than : 68.62 vs. BPSIX (26.46).
| 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 | -2.424 | -6.110 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 14.8B | 4% |
| Annual Yield % from dividends | 0.79 | 1.65 | 48% |
| Returns for 1 year | -4.46 | 0.94 | -476% |
| Returns for 3 years | -13.15 | 7.43 | -177% |
| Returns for 5 years | 26.46 | 68.62 | 39% |
| Returns for 10 years | 15.97 | 33.33 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers