DFFVX
Price
$40.19
Change
+$4.46 (+12.48%)
Updated
Feb 3 closing price
Net Assets
14.92B
PSMVX
Price
$12.33
Change
+$0.33 (+2.75%)
Updated
Feb 3 closing price
Net Assets
1.21B
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DFFVX vs PSMVX

Header iconDFFVX vs PSMVX Comparison
Open Charts DFFVX vs PSMVXBanner chart's image
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
Principal SmallCap Value II R6
Price$12.33
Change+$0.33 (+2.75%)
VolumeN/A
Net Assets1.21B
DFFVX vs PSMVX Comparison Chart in %
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DFFVX vs. PSMVX commentary
Feb 05, 2026

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 PSMVX is a Hold.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. PSMVX (1.21B). DFFVX pays higher dividends than PSMVX: DFFVX (1.58) vs PSMVX (1.17). DFFVX was incepted earlier than PSMVX: DFFVX (26 years) vs PSMVX (11 years). PSMVX (0.91) is less costly to investors than DFFVX (0.30). PSMVX is a more actively managed with annual turnover of: 89.90 vs. DFFVX (10.00). DFFVX (0) and PSMVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. PSMVX (7.22). DFFVX return over 5 years is better than : 62.65 vs. PSMVX (5.72).
DFFVXPSMVXDFFVX / PSMVX
Total Expense Ratio0.290.8833%
Annual Report Gross Expense Ratio0.300.9133%
Fund Existence26 years11 years-
Gain YTD8.6807.874110%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.9B1.21B1,234%
Annual Yield % from dividends1.581.17136%
Returns for 1 year17.447.22242%
Returns for 3 years37.638.97420%
Returns for 5 years62.655.721,095%
Returns for 10 years141.5835.59398%
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