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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$30.80
Change-$0.31 (-1.00%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$51.85
Change-$0.68 (-1.29%)
VolumeN/A
CapitalizationN/A
BPSIX vs DFSVX Comparison Chart
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BPSIX vs. DFSVX commentary
Nov 13, 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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18B vs. BPSIX (603M). DFSVX pays higher dividends than BPSIX: DFSVX (1.44) vs BPSIX (0.83). BPSIX was incepted earlier than DFSVX: BPSIX (26 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 : 35.43 vs. BPSIX (22.37). DFSVX return over 5 years is better than : 62.53 vs. BPSIX (25.26).
| BPSIX | DFSVX | BPSIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 19.838 | 18.232 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 18B | 3% |
| Annual Yield % from dividends | 0.83 | 1.44 | 57% |
| Returns for 1 year | 22.37 | 35.43 | 63% |
| Returns for 3 years | -6.74 | 10.58 | -64% |
| Returns for 5 years | 25.26 | 62.53 | 40% |
| Returns for 10 years | 47.48 | 52.58 | 90% |
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