DFSTX
Price
$51.45
Change
+$0.08 (+0.16%)
Updated
Nov 12 closing price
Net Assets
16.89B
PSBMX
Price
$28.85
Change
-$0.01 (-0.03%)
Updated
Nov 12 closing price
Net Assets
2.3B
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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$51.45
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets16.89B
Principal SmallCap R3
Price$28.85
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets2.3B
DFSTX vs PSBMX Comparison Chart in %
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DFSTX vs. PSBMX 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 Buy and PSBMX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.9B vs. PSBMX (2.3B). DFSTX pays higher dividends than PSBMX: DFSTX (1.08) 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 : 5.60 vs. DFSTX (-0.31). DFSTX return over 5 years is better than : 54.99 vs. PSBMX (27.83).
DFSTXPSBMXDFSTX / PSBMX
Total Expense Ratio0.271.3121%
Annual Report Gross Expense Ratio0.281.3121%
Fund Existence34 years25 years-
Gain YTD6.06813.80744%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B2.3B735%
Annual Yield % from dividends1.080.00-
Returns for 1 year-0.315.60-6%
Returns for 3 years25.8424.79104%
Returns for 5 years54.9927.83198%
Returns for 10 years78.4442.68184%
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