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DFSTX vs PSSMX
DFSTX vs PSSMX Comparison
Open Charts DFSTX vs PSSMX
Principal SmallCap S&P 600 Index R3
Price$27.71
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.23B
DFSTX vs PSSMX Comparison Chart in %
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DFSTX vs. PSSMX 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 PSSMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.9B vs. PSSMX (1.23B). DFSTX pays higher dividends than PSSMX: DFSTX (1.08) vs PSSMX (0.69). 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: 22.40 vs. DFSTX (6.00). DFSTX (0) and PSSMX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : -0.31 vs. PSSMX (-9.32). DFSTX return over 5 years is better than : 54.99 vs. PSSMX (14.17).
| 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 | 6.068 | 4.251 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.23B | 1,372% |
| Annual Yield % from dividends | 1.08 | 0.69 | 157% |
| Returns for 1 year | -0.31 | -9.32 | 3% |
| Returns for 3 years | 25.84 | -0.11 | -22,753% |
| Returns for 5 years | 54.99 | 14.17 | 388% |
| Returns for 10 years | 78.44 | 23.25 | 337% |
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