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BPSIX vs VISVX
BPSIX vs VISVX Comparison
Open Charts BPSIX vs VISVX
Boston Partners Small Cap Value II I
Price$22.53
Change-$0.93 (-3.96%)
VolumeN/A
Net Assets502.97M
Vanguard Small Cap Value Index I
Price$40.55
Change-$1.89 (-4.45%)
VolumeN/A
Net Assets57.63B
BPSIX vs VISVX Comparison Chart
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BPSIX vs. VISVX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. BPSIX (503M). VISVX pays higher dividends than BPSIX: VISVX (2.14) vs BPSIX (0.81). BPSIX was incepted earlier than VISVX: BPSIX (27 years) vs VISVX (27 years). BPSIX (1.05) is less costly to investors than VISVX (0.19). BPSIX is a more actively managed with annual turnover of: 55.00 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 : 1.29 vs. BPSIX (-6.65). VISVX return over 5 years is better than : 137.90 vs. BPSIX (82.38).
| BPSIX | VISVX | BPSIX / VISVX | |
| Total Expense Ratio | 1.01 | 0.19 | 532% |
| Annual Report Gross Expense Ratio | 1.05 | 0.19 | 553% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -4.155 | -4.142 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 503M | 57.6B | 1% |
| Annual Yield % from dividends | 0.81 | 2.14 | 38% |
| Returns for 1 year | -6.65 | 1.29 | -515% |
| Returns for 3 years | -15.38 | 9.10 | -169% |
| Returns for 5 years | 82.38 | 137.90 | 60% |
| Returns for 10 years | 13.18 | 79.80 | 17% |
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