Interact to see
Advertisement
Advertisement
DFFVX vs PLARX
DFFVX vs PLARX Comparison
Open Charts DFFVX vs PLARX
DFA US Targeted Value I
Price$37.61
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets14.08B
Principal SmallCap Value II R5
Price$11.31
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.15B
DFFVX vs PLARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. PLARX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. PLARX (1.15B). 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 : 10.25 vs. PLARX (0.62). DFFVX return over 5 years is better than : 69.65 vs. PLARX (5.59).
| 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 | 10.992 | 1.344 | 818% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 1.15B | 1,230% |
| Annual Yield % from dividends | 1.65 | 1.08 | 153% |
| Returns for 1 year | 10.25 | 0.62 | 1,647% |
| Returns for 3 years | 43.33 | 13.40 | 323% |
| Returns for 5 years | 69.65 | 5.59 | 1,246% |
| Returns for 10 years | 99.61 | 7.39 | 1,349% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers