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DFFVX vs PLARX
DFFVX vs PLARX Comparison
Open Charts DFFVX vs PLARX
DFA US Targeted Value I
Price$35.21
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.32B
Principal SmallCap Value II R5
Price$11.49
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.09B
DFFVX vs PLARX Comparison Chart in %
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DFFVX vs. PLARX commentary
Oct 18, 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 Hold and PLARX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. PLARX (1.09B). DFFVX pays higher dividends than PLARX: DFFVX (1.68) 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 : 2.47 vs. PLARX (-9.09). DFFVX return over 5 years is better than : 91.09 vs. PLARX (28.92).
| 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 | 3.910 | 2.957 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 1.09B | 1,219% |
| Annual Yield % from dividends | 1.68 | 1.11 | 151% |
| Returns for 1 year | 2.47 | -9.09 | -27% |
| Returns for 3 years | 34.38 | 6.39 | 538% |
| Returns for 5 years | 91.09 | 28.92 | 315% |
| Returns for 10 years | 73.97 | -3.67 | -2,015% |
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