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BPSIX vs VSCAX
BPSIX vs VSCAX Comparison
Open Charts BPSIX vs VSCAX
Boston Partners Small Cap Value II I
Price$26.53
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets596.75M
Invesco Small Cap Value A
Price$23.74
Change-$0.16 (-0.67%)
VolumeN/A
Net Assets6.83B
BPSIX vs VSCAX Comparison Chart in %
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BPSIX vs. VSCAX commentary
Aug 08, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.83B vs. BPSIX (597M). BPSIX pays higher dividends than VSCAX: BPSIX (0.76) vs VSCAX (0.34). BPSIX was incepted earlier than VSCAX: BPSIX (27 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than BPSIX (1.05). BPSIX is a more actively managed with annual turnover of: 55.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than BPSIX: VSCAX (1000) vs BPSIX (100000). VSCAX annual gain was more profitable for investors over the last year : 11.07 vs. BPSIX (-0.31). VSCAX return over 5 years is better than : 106.09 vs. BPSIX (29.47).
| BPSIX | VSCAX | BPSIX / VSCAX | |
| Total Expense Ratio | 1.01 | 1.12 | 90% |
| Annual Report Gross Expense Ratio | 1.05 | 1.12 | 94% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | 2.232 | 1.659 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 6.83B | 9% |
| Annual Yield % from dividends | 0.76 | 0.34 | 223% |
| Returns for 1 year | -0.31 | 11.07 | -3% |
| Returns for 3 years | -3.96 | 34.67 | -11% |
| Returns for 5 years | 29.47 | 106.09 | 28% |
| Returns for 10 years | 24.95 | 24.40 | 102% |
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