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BOSVX vs DFSVX
BOSVX vs DFSVX Comparison
Open Charts BOSVX vs DFSVX
Bridgeway Omni Small-Cap Value N
Price$20.09
Change+$0.37 (+1.88%)
VolumeN/A
Net Assets1.2B
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
BOSVX vs DFSVX Comparison Chart in %
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BOSVX vs. DFSVX commentary
Dec 04, 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 BOSVX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. BOSVX (1.2B). DFSVX (1.62) and BOSVX (1.57) have matching dividends . BOSVX was incepted earlier than DFSVX: BOSVX (14 years) vs DFSVX (33 years). BOSVX (0.63) is less costly to investors than DFSVX (0.31). BOSVX is a more actively managed with annual turnover of: 31.00 vs. DFSVX (12.00). BOSVX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -1.41 vs. BOSVX (-6.95). DFSVX return over 5 years is better than : 64.61 vs. BOSVX (39.91).
| BOSVX | DFSVX | BOSVX / DFSVX | |
| Total Expense Ratio | 0.47 | 0.31 | 152% |
| Annual Report Gross Expense Ratio | 0.63 | 0.31 | 203% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 8.416 | 7.303 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 16.7B | 7% |
| Annual Yield % from dividends | 1.57 | 1.62 | 97% |
| Returns for 1 year | -6.95 | -1.41 | 492% |
| Returns for 3 years | -9.41 | 21.80 | -43% |
| Returns for 5 years | 39.91 | 64.61 | 62% |
| Returns for 10 years | 48.28 | 61.86 | 78% |
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