DFSTX
Price
$50.51
Change
-$0.94 (-1.83%)
Updated
Nov 13 closing price
Net Assets
16.58B
PLLAX
Price
$28.42
Change
-$0.78 (-2.67%)
Updated
Nov 13 closing price
Net Assets
2.24B
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DFSTX vs PLLAX

Header iconDFSTX vs PLLAX Comparison
Open Charts DFSTX vs PLLAXBanner chart's image
DFA US Small Cap I
Price$50.51
Change-$0.94 (-1.83%)
VolumeN/A
Net Assets16.58B
Principal SmallCap A
Price$28.42
Change-$0.78 (-2.67%)
VolumeN/A
Net Assets2.24B
DFSTX vs PLLAX Comparison Chart in %
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DFSTX vs. PLLAX commentary
Nov 14, 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 DFSTX is a Hold and PLLAX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. PLLAX (2.24B). DFSTX pays higher dividends than PLLAX: DFSTX (1.08) vs PLLAX (0.05). DFSTX was incepted earlier than PLLAX: DFSTX (34 years) vs PLLAX (20 years). PLLAX (1.12) is less costly to investors than DFSTX (0.28). PLLAX is a more actively managed with annual turnover of: 41.10 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than PLLAX: DFSTX (0) vs PLLAX (1000). PLLAX annual gain was more profitable for investors over the last year : 5.78 vs. DFSTX (-1.42). DFSTX return over 5 years is better than : 52.16 vs. PLLAX (29.03).
DFSTXPLLAXDFSTX / PLLAX
Total Expense Ratio0.271.1224%
Annual Report Gross Expense Ratio0.281.1225%
Fund Existence34 years20 years-
Gain YTD4.13013.97330%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.6B2.24B742%
Annual Yield % from dividends1.080.052,096%
Returns for 1 year-1.425.78-24%
Returns for 3 years24.6025.4497%
Returns for 5 years52.1629.03180%
Returns for 10 years73.3544.92163%
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