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BPSIX vs VSIAX
BPSIX vs VSIAX Comparison
Open Charts BPSIX vs VSIAX
Boston Partners Small Cap Value II I
Price$30.80
Change-$0.31 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.73
Change-$1.14 (-1.24%)
VolumeN/A
CapitalizationN/A
BPSIX vs VSIAX Comparison Chart
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BPSIX vs. VSIAX commentary
Nov 13, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. BPSIX (603M). VSIAX pays higher dividends than BPSIX: VSIAX (2.01) vs BPSIX (0.83). BPSIX was incepted earlier than VSIAX: BPSIX (26 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 : 37.62 vs. BPSIX (22.37). VSIAX return over 5 years is better than : 63.68 vs. BPSIX (25.26).
| BPSIX | VSIAX | BPSIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 19.838 | 19.303 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 57.6B | 1% |
| Annual Yield % from dividends | 0.83 | 2.01 | 41% |
| Returns for 1 year | 22.37 | 37.62 | 59% |
| Returns for 3 years | -6.74 | 17.13 | -39% |
| Returns for 5 years | 25.26 | 63.68 | 40% |
| Returns for 10 years | 47.48 | 116.10 | 41% |
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