Interact to see
Advertisement
Advertisement
BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$20.14
Change+$1.41 (+7.53%)
VolumeN/A
Net Assets1.24B
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
BOSVX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BOSVX vs. DFSVX commentary
Feb 04, 2026
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 BOSVX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. BOSVX (1.24B). DFSVX pays higher dividends than BOSVX: DFSVX (1.58) vs BOSVX (1.42). BOSVX was incepted earlier than DFSVX: BOSVX (14 years) vs DFSVX (33 years). BOSVX (0.64) is less costly to investors than DFSVX (0.31). BOSVX is a more actively managed with annual turnover of: 31.00 vs. DFSVX (7.00). BOSVX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. BOSVX (12.87). DFSVX return over 5 years is better than : 55.54 vs. BOSVX (21.82).
| BOSVX | DFSVX | BOSVX / DFSVX | |
| Total Expense Ratio | 0.47 | 0.31 | 152% |
| Annual Report Gross Expense Ratio | 0.64 | 0.31 | 206% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 10.720 | 9.431 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 17.9B | 7% |
| Annual Yield % from dividends | 1.42 | 1.58 | 90% |
| Returns for 1 year | 12.87 | 17.52 | 73% |
| Returns for 3 years | 8.22 | 35.91 | 23% |
| Returns for 5 years | 21.82 | 55.54 | 39% |
| Returns for 10 years | 82.01 | 121.92 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement