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DFFVX vs PLARX
DFFVX vs PLARX Comparison
Open Charts DFFVX vs PLARX
Principal SmallCap Value II R5
Price$12.15
Change+$0.20 (+1.67%)
VolumeN/A
Net Assets1.14B
DFFVX vs PLARX Comparison Chart in %
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DFFVX vs. PLARX commentary
Dec 05, 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 DFFVX is a StrongBuy and PLARX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. PLARX (1.14B). DFFVX pays higher dividends than PLARX: DFFVX (1.65) vs PLARX (1.08). DFFVX was incepted earlier than PLARX: DFFVX (26 years) vs PLARX (22 years). PLARX (1.15) is less costly to investors than DFFVX (0.30). PLARX is a more actively managed with annual turnover of: 73.90 vs. DFFVX (7.00). DFFVX (0) and PLARX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 1.71 vs. PLARX (-8.44). DFFVX return over 5 years is better than : 68.75 vs. PLARX (15.12).
| DFFVX | PLARX | DFFVX / PLARX | |
| Total Expense Ratio | 0.29 | 1.13 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.15 | 26% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 9.605 | 8.871 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 1.14B | 1,221% |
| Annual Yield % from dividends | 1.65 | 1.08 | 153% |
| Returns for 1 year | 1.71 | -8.44 | -20% |
| Returns for 3 years | 28.35 | 2.83 | 1,000% |
| Returns for 5 years | 68.75 | 15.12 | 455% |
| Returns for 10 years | 81.99 | 0.91 | 9,057% |