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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$26.80
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets578.72M
DFA US Small Cap Value I
Price$50.24
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets16.82B
BPSIX vs DFSVX Comparison Chart
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BPSIX vs. DFSVX commentary
Jan 24, 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: 16.8B vs. BPSIX (579M). 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 : 15.36 vs. BPSIX (6.11). DFSVX return over 5 years is better than : 56.95 vs. BPSIX (7.11).
| 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 | 2.616 | 3.236 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 16.8B | 3% |
| Annual Yield % from dividends | 0.83 | 1.44 | 57% |
| Returns for 1 year | 6.11 | 15.36 | 40% |
| Returns for 3 years | -7.10 | 24.01 | -30% |
| Returns for 5 years | 7.11 | 56.95 | 12% |
| Returns for 10 years | 28.92 | 55.08 | 52% |
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