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DFFVX vs PLARX
DFFVX vs PLARX Comparison
Open Charts DFFVX vs PLARX
Principal SmallCap Value II R5
Price$11.59
Change-$0.19 (-1.61%)
VolumeN/A
Net Assets1.11B
DFFVX vs PLARX Comparison Chart in %
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DFFVX vs. PLARX commentary
Nov 14, 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 Buy and PLARX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. PLARX (1.11B). DFFVX pays higher dividends than PLARX: DFFVX (1.72) vs PLARX (1.11). DFFVX was incepted earlier than PLARX: DFFVX (26 years) vs PLARX (21 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 : -0.18 vs. PLARX (-10.02). DFFVX return over 5 years is better than : 79.20 vs. PLARX (22.36).
| 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 | 21 years | - |
| Gain YTD | 5.769 | 5.556 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 1.11B | 1,199% |
| Annual Yield % from dividends | 1.72 | 1.11 | 154% |
| Returns for 1 year | -0.18 | -10.02 | 2% |
| Returns for 3 years | 25.69 | 0.37 | 7,021% |
| Returns for 5 years | 79.20 | 22.36 | 354% |
| Returns for 10 years | 80.67 | 0.84 | 9,658% |
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