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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$25.23
Change-$0.53 (-2.06%)
VolumeN/A
Net Assets551M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
BPSIX vs DFSVX Comparison Chart
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BPSIX vs. DFSVX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. BPSIX (551M). DFSVX pays higher dividends than BPSIX: DFSVX (1.65) vs BPSIX (0.79). 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 : 1.83 vs. BPSIX (-4.09). DFSVX return over 5 years is better than : 86.94 vs. BPSIX (38.32).
| 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 | -2.924 | -6.462 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 551M | 14.9B | 4% |
| Annual Yield % from dividends | 0.79 | 1.65 | 48% |
| Returns for 1 year | -4.09 | 1.83 | -223% |
| Returns for 3 years | -3.74 | 19.38 | -19% |
| Returns for 5 years | 38.32 | 86.94 | 44% |
| Returns for 10 years | 13.80 | 30.89 | 45% |
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