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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$26.76
Change+$0.29 (+1.10%)
VolumeN/A
Net Assets584.99M
DFA US Small Cap Value I
Price$48.03
Change+$0.59 (+1.24%)
VolumeN/A
Net Assets15.7B
BPSIX vs DFSVX Comparison Chart in %
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BPSIX vs. DFSVX commentary
Jul 18, 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: 15.7B vs. BPSIX (585M). DFSVX pays higher dividends than BPSIX: DFSVX (1.67) vs BPSIX (0.76). 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 : -0.60 vs. BPSIX (-7.73). DFSVX return over 5 years is better than : 95.10 vs. BPSIX (39.38).
| 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 | 1.847 | -0.118 | -1,560% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 15.7B | 4% |
| Annual Yield % from dividends | 0.76 | 1.67 | 46% |
| Returns for 1 year | -7.73 | -0.60 | 1,285% |
| Returns for 3 years | 2.57 | 31.39 | 8% |
| Returns for 5 years | 39.38 | 95.10 | 41% |
| Returns for 10 years | 20.73 | 44.79 | 46% |
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