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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$26.63
Change-$0.33 (-1.22%)
VolumeN/A
Net Assets632.74M
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
BPSIX vs DFSVX Comparison Chart in %
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BPSIX vs. DFSVX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. BPSIX (633M). DFSVX pays higher dividends than BPSIX: DFSVX (1.69) vs BPSIX (0.74). BPSIX was incepted earlier than DFSVX: BPSIX (27 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: 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 : -2.43 vs. BPSIX (-12.33). DFSVX return over 5 years is better than : 68.62 vs. BPSIX (16.58).
| 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 | 33 years | - |
| Gain YTD | 2.462 | 3.416 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 15.9B | 4% |
| Annual Yield % from dividends | 0.74 | 1.69 | 44% |
| Returns for 1 year | -12.33 | -2.43 | 508% |
| Returns for 3 years | -3.40 | 20.11 | -17% |
| Returns for 5 years | 16.58 | 68.62 | 24% |
| Returns for 10 years | 30.09 | 59.40 | 51% |
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