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BPSIX vs VSIIX
BPSIX vs VSIIX Comparison
Open Charts BPSIX vs VSIIX
Boston Partners Small Cap Value II I
Price$25.88
Change-$0.04 (-0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.73
Change-$0.20 (-0.42%)
VolumeN/A
CapitalizationN/A
BPSIX vs VSIIX Comparison Chart
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BPSIX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. BPSIX (567M). VSIIX pays higher dividends than BPSIX: VSIIX (2.02) vs BPSIX (0.83). BPSIX was incepted earlier than VSIIX: BPSIX (27 years) vs VSIIX (25 years). BPSIX is a more actively managed with annual turnover of: 65.00 vs. VSIIX (16.00). BPSIX has a lower initial minimum investment than VSIIX: BPSIX (100000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.43 vs. BPSIX (0.58). VSIIX return over 5 years is better than : 48.55 vs. BPSIX (2.89).
| BPSIX | VSIIX | BPSIX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 0.427 | 11.504 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 63B | 1% |
| Annual Yield % from dividends | 0.83 | 2.02 | 41% |
| Returns for 1 year | 0.58 | 11.43 | 5% |
| Returns for 3 years | -12.61 | 14.74 | -86% |
| Returns for 5 years | 2.89 | 48.55 | 6% |
| Returns for 10 years | 21.82 | 96.18 | 23% |
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