DFSTX
Price
$50.51
Change
-$0.94 (-1.83%)
Updated
Nov 13 closing price
Net Assets
16.58B
PSBPX
Price
$31.05
Change
-$0.86 (-2.70%)
Updated
Nov 13 closing price
Net Assets
2.3B
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DFSTX vs PSBPX

Header iconDFSTX vs PSBPX Comparison
Open Charts DFSTX vs PSBPXBanner chart's image
DFA US Small Cap I
Price$50.51
Change-$0.94 (-1.83%)
VolumeN/A
Net Assets16.58B
Principal SmallCap R5
Price$31.05
Change-$0.86 (-2.70%)
VolumeN/A
Net Assets2.3B
DFSTX vs PSBPX Comparison Chart in %
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DFSTX vs. PSBPX 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 PSBPX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. PSBPX (2.3B). DFSTX pays higher dividends than PSBPX: DFSTX (1.08) vs PSBPX (0.20). DFSTX was incepted earlier than PSBPX: DFSTX (34 years) vs PSBPX (25 years). PSBPX (1.00) is less costly to investors than DFSTX (0.28). PSBPX is a more actively managed with annual turnover of: 41.10 vs. DFSTX (6.00). DFSTX (0) and PSBPX (0) have matching initial minimum investment requirements. PSBPX annual gain was more profitable for investors over the last year : 6.12 vs. DFSTX (-0.31). DFSTX return over 5 years is better than : 54.99 vs. PSBPX (31.37).
DFSTXPSBPXDFSTX / PSBPX
Total Expense Ratio0.271.0027%
Annual Report Gross Expense Ratio0.281.0028%
Fund Existence34 years25 years-
Gain YTD6.06814.12743%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.6B2.3B722%
Annual Yield % from dividends1.080.20534%
Returns for 1 year-0.316.12-5%
Returns for 3 years25.8426.4598%
Returns for 5 years54.9931.37175%
Returns for 10 years78.4452.21150%
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