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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$26.47
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets704.13M
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
BPSIX vs DFSVX Comparison Chart in %
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BPSIX vs. DFSVX commentary
Dec 26, 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. BPSIX (704M). DFSVX pays higher dividends than BPSIX: DFSVX (1.62) vs BPSIX (0.73). BPSIX was incepted earlier than DFSVX: BPSIX (28 years) vs DFSVX (33 years). BPSIX (1.05) is less costly to investors than DFSVX (0.31). BPSIX is a more actively managed with annual turnover of: 70.00 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 : 9.08 vs. BPSIX (1.30). DFSVX return over 5 years is better than : 62.40 vs. BPSIX (4.22).
| BPSIX | DFSVX | BPSIX / DFSVX | |
| Total Expense Ratio | 1.01 | 0.31 | 326% |
| Annual Report Gross Expense Ratio | 1.05 | 0.31 | 339% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 1.847 | 9.664 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 16.8B | 4% |
| Annual Yield % from dividends | 0.73 | 1.62 | 45% |
| Returns for 1 year | 1.30 | 9.08 | 14% |
| Returns for 3 years | 7.15 | 39.53 | 18% |
| Returns for 5 years | 4.22 | 62.40 | 7% |
| Returns for 10 years | 35.04 | 79.47 | 44% |
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