About Boston Partners Small Cap Value Fund II Investor Class (BPSCX) — Dividend Analysis 2026
The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective. The Advisor pursues the fund's objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks of issuers with small market capitalizations and identified by the Adviser as having value characteristics. It may also invest up to 25% of its total assets in non U.S. dollar-denominated securities.
Is BPSCX a good dividend investment in 2026?
BPSCX offers a 8.21% forward yield with a 50% payout ratio. Strand Safety Score: N/A. The 5-year dividend CAGR of 0% is modest — investors should weigh current income against growth alternatives.
BPSCX DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your BPSCX portfolio grows to $22.0K vs $18.2K without reinvestment. This is the compound interest effect in action.
BPSCX dividend growth history & forecast
BPSCX has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 8.21%.
ETFs do not file income statements or cash flow statements. Their dividend safety depends on the underlying index quality, fund methodology, and holdings composition. Use the Holdings page to analyze individual stocks in this fund.
🌍 BPSCX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold BPSCX.
Gross yield
8.21%
Tax rate
15.00%
After-tax yield
6.98%
Real yield (−CPI)
4.18%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
8.21%
5.41%
$821 / yr
🇺🇸 US Taxable (15%) ✓
15%
6.98%
4.18%
$698 / yr
🇺🇸 US Taxable (20%)
20%
6.57%
3.77%
$657 / yr
🇬🇧 UK ISA
0%
8.21%
5.41%
$821 / yr
🇬🇧 UK Taxable
8.75%
7.49%
4.69%
$749 / yr
🇨🇦 TFSA
0%
8.21%
5.41%
$821 / yr
🇨🇦 CA Taxable
25%
6.16%
3.36%
$616 / yr
🇦🇺 Super (pension)
15%
6.98%
4.18%
$698 / yr
🇦🇺 AU Taxable
30%
5.75%
2.95%
$575 / yr
🇩🇪 DE Taxable
26.375%
6.04%
3.24%
$604 / yr
🇫🇷 FR Taxable
30%
5.75%
2.95%
$575 / yr
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 BPSCX Income Goal & Break-Even
Dividend Break-Even
15yr
Years for dividends to fully repay your BPSCX investment of $23.68/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$9.6K
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$7.2K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in BPSCX for:
Shares needed
14,523
Capital required
$343,905
Monthly income
$2,000
Based on current dividend of $1.94/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 BPSCX Dividend Payment Schedule
BPSCX pays quarterly — 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
💰
Apr
May
Jun
💰
Jul
Aug
Sep
💰
Oct
Nov
Dec
💰
10 shares
$4.13 / payment
$16.53 / year after tax
100 shares
$41.32 / payment
$165.26 / year after tax
1,000 shares
$413.16 / payment
$1652.63 / year after tax
📊 BPSCX vs Financial Services Benchmarks
How BPSCX compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yield▲+5.31% vs sectorBetter
BPSCX
8.21%
avg
2.90%
5Y Dividend CAGR▼-7.10% vs sectorBelow avg
BPSCX
0.00%
avg
7.10%
Payout Ratio▼+12.00% vs sectorBelow avg
BPSCX
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for BPSCX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ BPSCX Insider Activity
No recent SEC filings reported in the last 90 days.
📊 About This Data
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the BPSCX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →