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BPSIX vs DFSVX
BPSIX vs DFSVX Comparison
Open Charts BPSIX vs DFSVX
Boston Partners Small Cap Value II I
Price$27.12
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets759.56M
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
BPSIX vs DFSVX Comparison Chart in %
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BPSIX vs. DFSVX commentary
Jan 15, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. BPSIX (760M). DFSVX pays higher dividends than BPSIX: DFSVX (1.69) vs BPSIX (0.62). 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 : 13.71 vs. BPSIX (5.38). DFSVX return over 5 years is better than : 55.39 vs. BPSIX (0.70).
| 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 | 4.268 | 5.771 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 760M | 17.5B | 4% |
| Annual Yield % from dividends | 0.62 | 1.69 | 36% |
| Returns for 1 year | 5.38 | 13.71 | 39% |
| Returns for 3 years | 3.43 | 37.53 | 9% |
| Returns for 5 years | 0.70 | 55.39 | 1% |
| Returns for 10 years | 57.24 | 114.57 | 50% |
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