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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
BPSIX vs DFSVX Comparison Chart in %
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BPSIX vs. DFSVX commentary
Jul 11, 2026
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: 18.9B vs. BPSIX (841M). DFSVX pays higher dividends than BPSIX: DFSVX (1.54) vs BPSIX (0.53). BPSIX was incepted earlier than DFSVX: BPSIX (28 years) vs DFSVX (33 years). BPSIX (1.12) is less costly to investors than DFSVX (0.31). BPSIX is a more actively managed with annual turnover of: 70.00 vs. DFSVX (7.00). 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 : 26.20 vs. BPSIX (12.89). DFSVX return over 5 years is better than : 45.80 vs. BPSIX (-3.00).
| BPSIX | DFSVX | BPSIX / DFSVX | |
| Total Expense Ratio | 1.09 | 0.31 | 352% |
| Annual Report Gross Expense Ratio | 1.12 | 0.31 | 361% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 16.571 | 18.642 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 841M | 18.9B | 4% |
| Annual Yield % from dividends | 0.53 | 1.54 | 34% |
| Returns for 1 year | 12.89 | 26.20 | 49% |
| Returns for 3 years | 15.81 | 54.88 | 29% |
| Returns for 5 years | -3.00 | 45.80 | -7% |
| Returns for 10 years | 45.14 | 99.20 | 45% |
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