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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$27.08
Change+$0.21 (+0.78%)
VolumeN/A
Net Assets599.09M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
BPSIX vs DFSVX Comparison Chart in %
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BPSIX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. BPSIX (599M). DFSVX pays higher dividends than BPSIX: DFSVX (1.67) vs BPSIX (0.76). BPSIX was incepted earlier than DFSVX: BPSIX (27 years) vs DFSVX (32 years). BPSIX (1.05) is less costly to investors than DFSVX (0.31). BPSIX is a more actively managed with annual turnover of: 55.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than BPSIX: DFSVX (0) vs BPSIX (100000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. BPSIX (2.56). DFSVX return over 5 years is better than : 105.30 vs. BPSIX (47.91).
| BPSIX | DFSVX | BPSIX / DFSVX | |
| Total Expense Ratio | 1.01 | 0.31 | 326% |
| Annual Report Gross Expense Ratio | 1.05 | 0.31 | 339% |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 4.194 | 1.067 | 393% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 16.1B | 4% |
| Annual Yield % from dividends | 0.76 | 1.67 | 46% |
| Returns for 1 year | 2.56 | 9.45 | 27% |
| Returns for 3 years | 3.71 | 32.84 | 11% |
| Returns for 5 years | 47.91 | 105.30 | 45% |
| Returns for 10 years | 23.51 | 45.10 | 52% |
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