BPSCX vs. PRVIX
Compare and contrast key facts about Boston Partners Small Cap Value Fund II (BPSCX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX).
BPSCX is managed by Boston Partners. It was launched on Jul 1, 1998. PRVIX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell 2000 Value Index. It was launched on Aug 28, 2015.
Performance
BPSCX vs. PRVIX - Performance Comparison
Loading graphics...
BPSCX vs. PRVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BPSCX Boston Partners Small Cap Value Fund II | -1.66% | 7.15% | 13.65% | 16.96% | -11.69% | 25.42% | 1.30% | 27.75% | -16.64% | 9.44% |
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 1.00% | 21.38% | 10.96% | 12.46% | -18.42% | 25.60% | 12.58% | 25.95% | -11.49% | 12.86% |
Returns By Period
In the year-to-date period, BPSCX achieves a -1.66% return, which is significantly lower than PRVIX's 1.00% return. Over the past 10 years, BPSCX has underperformed PRVIX with an annualized return of 8.49%, while PRVIX has yielded a comparatively higher 10.74% annualized return.
BPSCX
- 1D
- -0.34%
- 1M
- -6.66%
- YTD
- -1.66%
- 6M
- -2.48%
- 1Y
- 12.02%
- 3Y*
- 11.08%
- 5Y*
- 5.60%
- 10Y*
- 8.49%
PRVIX
- 1D
- -0.92%
- 1M
- -6.73%
- YTD
- 1.00%
- 6M
- 15.65%
- 1Y
- 29.88%
- 3Y*
- 15.16%
- 5Y*
- 6.86%
- 10Y*
- 10.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BPSCX vs. PRVIX - Expense Ratio Comparison
BPSCX has a 1.24% expense ratio, which is higher than PRVIX's 0.66% expense ratio.
Return for Risk
BPSCX vs. PRVIX — Risk / Return Rank
BPSCX
PRVIX
BPSCX vs. PRVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Partners Small Cap Value Fund II (BPSCX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BPSCX | PRVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.30 | -0.70 |
Sortino ratioReturn per unit of downside risk | 1.01 | 2.08 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.28 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.93 | -1.15 |
Martin ratioReturn relative to average drawdown | 2.46 | 8.07 | -5.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BPSCX | PRVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.30 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.34 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.51 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.50 | -0.05 |
Correlation
The correlation between BPSCX and PRVIX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BPSCX vs. PRVIX - Dividend Comparison
BPSCX's dividend yield for the trailing twelve months is around 8.21%, less than PRVIX's 22.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPSCX Boston Partners Small Cap Value Fund II | 8.21% | 8.07% | 15.19% | 13.27% | 7.76% | 7.12% | 0.32% | 2.26% | 6.95% | 4.44% | 2.09% | 5.24% |
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 22.88% | 23.11% | 9.96% | 3.40% | 5.54% | 7.15% | 2.12% | 4.72% | 9.61% | 3.79% | 3.88% | 22.61% |
Drawdowns
BPSCX vs. PRVIX - Drawdown Comparison
The maximum BPSCX drawdown since its inception was -62.69%, which is greater than PRVIX's maximum drawdown of -40.95%. Use the drawdown chart below to compare losses from any high point for BPSCX and PRVIX.
Loading graphics...
Drawdown Indicators
| BPSCX | PRVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.69% | -40.95% | -21.74% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -14.06% | +1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -22.19% | -28.00% | +5.81% |
Max Drawdown (10Y)Largest decline over 10 years | -47.80% | -40.95% | -6.85% |
Current DrawdownCurrent decline from peak | -8.57% | -8.14% | -0.43% |
Average DrawdownAverage peak-to-trough decline | -9.35% | -8.44% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 3.65% | +0.31% |
Volatility
BPSCX vs. PRVIX - Volatility Comparison
The current volatility for Boston Partners Small Cap Value Fund II (BPSCX) is 4.71%, while T. Rowe Price Small-Cap Value Fund Class I (PRVIX) has a volatility of 6.11%. This indicates that BPSCX experiences smaller price fluctuations and is considered to be less risky than PRVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BPSCX | PRVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 6.11% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 15.98% | -4.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.85% | 23.85% | -4.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.02% | 20.43% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.67% | 21.29% | +1.38% |