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BPSIX vs VISVX
BPSIX vs VISVX Comparison
Open Charts BPSIX vs VISVX
Boston Partners Small Cap Value II I
Price$26.80
Change+$0.13 (+0.49%)
VolumeN/A
Net Assets578.72M
Vanguard Small Cap Value Index I
Price$49.53
Change+$0.06 (+0.12%)
VolumeN/A
Net Assets58.32B
BPSIX vs VISVX Comparison Chart
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BPSIX vs. VISVX 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. BPSIX (579M). VISVX pays higher dividends than BPSIX: VISVX (1.90) vs BPSIX (0.83). BPSIX was incepted earlier than VISVX: BPSIX (27 years) vs VISVX (27 years). BPSIX is a more actively managed with annual turnover of: 65.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than BPSIX: VISVX (3000) vs BPSIX (100000). VISVX annual gain was more profitable for investors over the last year : 17.36 vs. BPSIX (6.11). VISVX return over 5 years is better than : 54.31 vs. BPSIX (7.11).
| BPSIX | VISVX | BPSIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 2.616 | 4.060 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 58.3B | 1% |
| Annual Yield % from dividends | 0.83 | 1.90 | 43% |
| Returns for 1 year | 6.11 | 17.36 | 35% |
| Returns for 3 years | -7.10 | 24.14 | -29% |
| Returns for 5 years | 7.11 | 54.31 | 13% |
| Returns for 10 years | 28.92 | 106.95 | 27% |
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