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DFFVX vs PPVIX
DFFVX vs PPVIX Comparison
Open Charts DFFVX vs PPVIX
DFA US Targeted Value I
Price$35.21
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.32B
Principal SmallCap Value II Instl
Price$11.85
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.09B
DFFVX vs PPVIX Comparison Chart in %
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DFFVX vs. PPVIX commentary
Oct 19, 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 PPVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. PPVIX (1.09B). DFFVX pays higher dividends than PPVIX: DFFVX (1.68) vs PPVIX (1.23). DFFVX was incepted earlier than PPVIX: DFFVX (26 years) vs PPVIX (21 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 : 2.47 vs. PPVIX (-8.61). DFFVX return over 5 years is better than : 91.09 vs. PPVIX (31.27).
| 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 | 21 years | - |
| Gain YTD | 3.910 | 3.133 | 125% |
| 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 | 1,217% |
| Annual Yield % from dividends | 1.68 | 1.23 | 137% |
| Returns for 1 year | 2.47 | -8.61 | -29% |
| Returns for 3 years | 34.38 | 7.60 | 453% |
| Returns for 5 years | 91.09 | 31.27 | 291% |
| Returns for 10 years | 73.97 | 0.04 | 176,369% |