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BPSIX vs VSIAX
BPSIX vs VSIAX Comparison
Open Charts BPSIX vs VSIAX
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 Admiral
Price$88.75
Change+$0.10 (+0.11%)
VolumeN/A
Net Assets58.32B
BPSIX vs VSIAX Comparison Chart
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BPSIX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. BPSIX (579M). VSIAX pays higher dividends than BPSIX: VSIAX (2.01) vs BPSIX (0.83). BPSIX was incepted earlier than VSIAX: BPSIX (27 years) vs VSIAX (13 years). BPSIX is a more actively managed with annual turnover of: 65.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than BPSIX: VSIAX (3000) vs BPSIX (100000). VSIAX annual gain was more profitable for investors over the last year : 17.39 vs. BPSIX (6.11). VSIAX return over 5 years is better than : 54.49 vs. BPSIX (7.11).
| BPSIX | VSIAX | BPSIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 2.616 | 4.086 | 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 | 2.01 | 41% |
| Returns for 1 year | 6.11 | 17.39 | 35% |
| Returns for 3 years | -7.10 | 24.22 | -29% |
| Returns for 5 years | 7.11 | 54.49 | 13% |
| Returns for 10 years | 28.92 | 107.49 | 27% |