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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$27.27
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets774.07M
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
BPSIX vs DFSVX Comparison Chart in %
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BPSIX vs. DFSVX commentary
Feb 05, 2026
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: 17.9B vs. BPSIX (774M). DFSVX pays higher dividends than BPSIX: DFSVX (1.58) vs BPSIX (0.59). BPSIX was incepted earlier than DFSVX: BPSIX (28 years) vs DFSVX (33 years). BPSIX (1.12) is less costly to investors than DFSVX (0.31). BPSIX is a more actively managed with annual turnover of: 70.00 vs. DFSVX (7.00). 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 : 17.52 vs. BPSIX (4.87). DFSVX return over 5 years is better than : 55.54 vs. BPSIX (0.27).
| BPSIX | DFSVX | BPSIX / DFSVX | |
| Total Expense Ratio | 1.09 | 0.31 | 352% |
| Annual Report Gross Expense Ratio | 1.12 | 0.31 | 361% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 4.844 | 9.431 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 17.9B | 4% |
| Annual Yield % from dividends | 0.59 | 1.58 | 37% |
| Returns for 1 year | 4.87 | 17.52 | 28% |
| Returns for 3 years | -0.87 | 35.91 | -2% |
| Returns for 5 years | 0.27 | 55.54 | 0% |
| Returns for 10 years | 59.51 | 121.92 | 49% |
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