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BPSIX vs DFFVX
BPSIX vs DFFVX Comparison
Open Charts BPSIX vs DFFVX
Boston Partners Small Cap Value II I
Price$27.08
Change+$0.21 (+0.78%)
VolumeN/A
Net Assets599.09M
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
BPSIX vs DFFVX Comparison Chart in %
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BPSIX vs. DFFVX commentary
Jul 07, 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 Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. BPSIX (599M). DFFVX pays higher dividends than BPSIX: DFFVX (1.63) vs BPSIX (0.76). BPSIX was incepted earlier than DFFVX: BPSIX (27 years) vs DFFVX (25 years). BPSIX (1.05) is less costly to investors than DFFVX (0.30). BPSIX is a more actively managed with annual turnover of: 55.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than BPSIX: DFFVX (0) vs BPSIX (100000). DFFVX annual gain was more profitable for investors over the last year : 11.79 vs. BPSIX (2.56). DFFVX return over 5 years is better than : 116.56 vs. BPSIX (47.91).
| BPSIX | DFFVX | BPSIX / DFFVX | |
| Total Expense Ratio | 1.01 | 0.29 | 348% |
| Annual Report Gross Expense Ratio | 1.05 | 0.30 | 350% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 4.194 | 2.331 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 13.4B | 4% |
| Annual Yield % from dividends | 0.76 | 1.63 | 46% |
| Returns for 1 year | 2.56 | 11.79 | 22% |
| Returns for 3 years | 3.71 | 37.51 | 10% |
| Returns for 5 years | 47.91 | 116.56 | 41% |
| Returns for 10 years | 23.51 | 62.84 | 37% |
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