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BPSIX vs VSIIX
BPSIX vs VSIIX Comparison
Open Charts BPSIX vs VSIIX
Boston Partners Small Cap Value II I
Price$26.20
Change-$0.57 (-2.13%)
VolumeN/A
Net Assets569.75M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
BPSIX vs VSIIX Comparison Chart
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BPSIX vs. VSIIX commentary
Feb 23, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. BPSIX (570M). 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 : 9.99 vs. BPSIX (2.78). VSIIX return over 5 years is better than : 47.63 vs. BPSIX (6.43).
| 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 | 0.808 | -0.294 | -275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 60.2B | 1% |
| Annual Yield % from dividends | 0.83 | 2.02 | 41% |
| Returns for 1 year | 2.78 | 9.99 | 28% |
| Returns for 3 years | -9.82 | 17.99 | -55% |
| Returns for 5 years | 6.43 | 47.63 | 14% |
| Returns for 10 years | 22.24 | 90.58 | 25% |