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DFFVX vs PPVIX
DFFVX vs PPVIX Comparison
Open Charts DFFVX vs PPVIX
Principal SmallCap Value II Instl
Price$12.53
Change+$0.21 (+1.70%)
VolumeN/A
Net Assets1.14B
DFFVX vs PPVIX Comparison Chart in %
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DFFVX vs. PPVIX commentary
Dec 04, 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 PPVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. PPVIX (1.14B). DFFVX pays higher dividends than PPVIX: DFFVX (1.65) vs PPVIX (1.19). DFFVX was incepted earlier than PPVIX: DFFVX (26 years) vs PPVIX (22 years). PPVIX (1.02) is less costly to investors than DFFVX (0.30). PPVIX is a more actively managed with annual turnover of: 73.90 vs. DFFVX (7.00). DFFVX (0) and PPVIX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 1.71 vs. PPVIX (-7.99). DFFVX return over 5 years is better than : 68.75 vs. PPVIX (17.29).
| DFFVX | PPVIX | DFFVX / PPVIX | |
| Total Expense Ratio | 0.29 | 0.94 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 1.02 | 29% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 9.605 | 9.051 | 106% |
| 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 | 1.19 | 139% |
| Returns for 1 year | 1.71 | -7.99 | -21% |
| Returns for 3 years | 28.35 | 3.95 | 717% |
| Returns for 5 years | 68.75 | 17.29 | 398% |
| Returns for 10 years | 81.99 | 4.80 | 1,708% |
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