Interact to see
Advertisement
Advertisement
DFFVX vs PPVIX
DFFVX vs PPVIX Comparison
Open Charts DFFVX vs PPVIX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.95B
Principal SmallCap Value II Instl
Price$12.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.14B
DFFVX vs PPVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. PPVIX commentary
Sep 08, 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 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 (1.50) vs PPVIX (1.22). 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 : 13.85 vs. PPVIX (-1.27). DFFVX return over 5 years is better than : 105.61 vs. PPVIX (40.05).
| 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 | 8.027 | 5.831 | 138% |
| 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 | 1,217% |
| Annual Yield % from dividends | 1.50 | 1.22 | 123% |
| Returns for 1 year | 13.85 | -1.27 | -1,092% |
| Returns for 3 years | 40.17 | 9.73 | 413% |
| Returns for 5 years | 105.61 | 40.05 | 264% |
| Returns for 10 years | 83.26 | 3.22 | 2,583% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers