Ad is loading...
BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$26.20
Change-$0.57 (-2.13%)
VolumeN/A
Net Assets569.75M
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
BPSIX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BPSIX vs. DFSVX commentary
Feb 23, 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: 15.9B vs. BPSIX (570M). 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 : 9.32 vs. BPSIX (2.78). DFSVX return over 5 years is better than : 52.23 vs. BPSIX (6.43).
| 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 | 0.808 | -1.546 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 15.9B | 4% |
| Annual Yield % from dividends | 0.83 | 1.44 | 57% |
| Returns for 1 year | 2.78 | 9.32 | 30% |
| Returns for 3 years | -9.82 | 17.14 | -57% |
| Returns for 5 years | 6.43 | 52.23 | 12% |
| Returns for 10 years | 22.24 | 41.91 | 53% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers