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DFSTX vs PSSMX
DFSTX vs PSSMX Comparison
Open Charts DFSTX vs PSSMX
Principal SmallCap S&P 600 Index R3
Price$27.18
Change-$0.21 (-0.77%)
VolumeN/A
Net Assets1.29B
DFSTX vs PSSMX Comparison Chart in %
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DFSTX vs. PSSMX commentary
Feb 05, 2026
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 PSSMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. PSSMX (1.29B). DFSTX pays higher dividends than PSSMX: DFSTX (1.02) vs PSSMX (0.71). DFSTX was incepted earlier than PSSMX: DFSTX (34 years) vs PSSMX (25 years). PSSMX (0.73) is less costly to investors than DFSTX (0.28). PSSMX is a more actively managed with annual turnover of: 35.90 vs. DFSTX (5.00). DFSTX (0) and PSSMX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. PSSMX (1.74). DFSTX return over 5 years is better than : 38.07 vs. PSSMX (-8.41).
| DFSTX | PSSMX | DFSTX / PSSMX | |
| Total Expense Ratio | 0.27 | 0.73 | 37% |
| Annual Report Gross Expense Ratio | 0.28 | 0.73 | 38% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 6.752 | 6.630 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 1.29B | 1,400% |
| Annual Yield % from dividends | 1.02 | 0.71 | 144% |
| Returns for 1 year | 13.21 | 1.74 | 760% |
| Returns for 3 years | 33.64 | 2.34 | 1,438% |
| Returns for 5 years | 38.07 | -8.41 | -453% |
| Returns for 10 years | 131.31 | 45.92 | 286% |
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