DFSTX
Price
$52.78
Change
+$0.73 (+1.40%)
Updated
Dec 3 closing price
Net Assets
17.32B
PSBMX
Price
$29.73
Change
+$0.42 (+1.43%)
Updated
Dec 3 closing price
Net Assets
2.37B
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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$52.78
Change+$0.73 (+1.40%)
VolumeN/A
Net Assets17.32B
Principal SmallCap R3
Price$29.73
Change+$0.42 (+1.43%)
VolumeN/A
Net Assets2.37B
DFSTX vs PSBMX Comparison Chart in %
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DFSTX vs. PSBMX commentary
Dec 04, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.3B vs. PSBMX (2.37B). DFSTX pays higher dividends than PSBMX: DFSTX (1.05) 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 : 5.17 vs. DFSTX (-1.01). DFSTX return over 5 years is better than : 48.90 vs. PSBMX (22.55).
DFSTXPSBMXDFSTX / PSBMX
Total Expense Ratio0.271.3121%
Annual Report Gross Expense Ratio0.281.3121%
Fund Existence34 years25 years-
Gain YTD7.49015.58248%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets17.3B2.37B731%
Annual Yield % from dividends1.050.00-
Returns for 1 year-1.015.17-19%
Returns for 3 years25.4126.3097%
Returns for 5 years48.9022.55217%
Returns for 10 years74.8340.41185%
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