Ad is loading...
BPSIX vs VSIAX
BPSIX vs VSIAX Comparison
Open Charts BPSIX vs VSIAX
Boston Partners Small Cap Value II I
Price$25.88
Change-$0.04 (-0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.40
Change-$0.35 (-0.41%)
VolumeN/A
CapitalizationN/A
BPSIX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BPSIX vs. VSIAX commentary
Dec 24, 2024
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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. BPSIX (567M). 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 : 11.42 vs. BPSIX (0.58). VSIAX return over 5 years is better than : 48.54 vs. BPSIX (2.89).
| 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 | 0.427 | 11.511 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 63B | 1% |
| Annual Yield % from dividends | 0.83 | 2.01 | 41% |
| Returns for 1 year | 0.58 | 11.42 | 5% |
| Returns for 3 years | -12.61 | 14.75 | -85% |
| Returns for 5 years | 2.89 | 48.54 | 6% |
| Returns for 10 years | 21.82 | 96.09 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers