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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
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BPSIX vs DFSVX Comparison Chart in %
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BPSIX vs. DFSVX commentary
Aug 23, 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: 19.7B vs. BPSIX (847M). DFSVX pays higher dividends than BPSIX: DFSVX (1.50) vs BPSIX (0.53). BPSIX was incepted earlier than DFSVX: BPSIX (28 years) vs DFSVX (34 years). BPSIX (1.07) 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 : 31.52 vs. BPSIX (14.07). DFSVX return over 5 years is better than : 54.66 vs. BPSIX (1.28).
| BPSIX | DFSVX | BPSIX / DFSVX | |
| Total Expense Ratio | 0.99 | 0.31 | 319% |
| Annual Report Gross Expense Ratio | 1.07 | 0.31 | 345% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 18.877 | 23.034 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 19.7B | 4% |
| Annual Yield % from dividends | 0.53 | 1.50 | 35% |
| Returns for 1 year | 14.07 | 31.52 | 45% |
| Returns for 3 years | 18.10 | 61.32 | 30% |
| Returns for 5 years | 1.28 | 54.66 | 2% |
| Returns for 10 years | 41.98 | 101.85 | 41% |
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