DFSTX
Price
$50.88
Change
+$0.01 (+0.02%)
Updated
Oct 17 closing price
Net Assets
16.83B
PSBMX
Price
$27.85
Change
+$0.05 (+0.18%)
Updated
Oct 17 closing price
Net Assets
2.17B
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DFSTX vs PSBMX

Header iconDFSTX vs PSBMX Comparison
Open Charts DFSTX vs PSBMXBanner chart's image
DFA US Small Cap I
Price$50.88
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets16.83B
Principal SmallCap R3
Price$27.85
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.17B
DFSTX vs PSBMX Comparison Chart in %
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DFSTX vs. PSBMX 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 DFSTX is a Hold and PSBMX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. PSBMX (2.17B). DFSTX pays higher dividends than PSBMX: DFSTX (1.07) vs PSBMX (0.00). DFSTX was incepted earlier than PSBMX: DFSTX (34 years) vs PSBMX (25 years). PSBMX (1.31) is less costly to investors than DFSTX (0.28). PSBMX is a more actively managed with annual turnover of: 41.10 vs. DFSTX (6.00). DFSTX (0) and PSBMX (0) have matching initial minimum investment requirements. PSBMX annual gain was more profitable for investors over the last year : 4.03 vs. DFSTX (3.09). DFSTX return over 5 years is better than : 62.62 vs. PSBMX (28.70).
DFSTXPSBMXDFSTX / PSBMX
Total Expense Ratio0.271.3121%
Annual Report Gross Expense Ratio0.281.3121%
Fund Existence34 years25 years-
Gain YTD4.8939.86250%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B2.17B776%
Annual Yield % from dividends1.070.00-
Returns for 1 year3.094.0376%
Returns for 3 years34.0627.76123%
Returns for 5 years62.6228.70218%
Returns for 10 years73.6035.07210%
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