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DFSVX vs PJARX
DFSVX vs PJARX Comparison
Open Charts DFSVX vs PJARX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Principal SmallCap Value II R3
Price$11.35
Change+$0.26 (+2.34%)
VolumeN/A
Net Assets1.21B
DFSVX vs PJARX Comparison Chart in %
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DFSVX vs. PJARX commentary
Feb 04, 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 DFSVX is a Buy and PJARX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. PJARX (1.21B). DFSVX pays higher dividends than PJARX: DFSVX (1.58) vs PJARX (0.78). DFSVX was incepted earlier than PJARX: DFSVX (33 years) vs PJARX (22 years). PJARX (1.46) is less costly to investors than DFSVX (0.31). PJARX is a more actively managed with annual turnover of: 89.90 vs. DFSVX (7.00). DFSVX (0) and PJARX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. PJARX (5.91). DFSVX return over 5 years is better than : 55.54 vs. PJARX (0.02).
| DFSVX | PJARX | DFSVX / PJARX | |
| Total Expense Ratio | 0.31 | 1.44 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.46 | 21% |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 9.431 | 7.890 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 1.21B | 1,483% |
| Annual Yield % from dividends | 1.58 | 0.78 | 203% |
| Returns for 1 year | 17.52 | 5.91 | 296% |
| Returns for 3 years | 35.91 | 5.59 | 642% |
| Returns for 5 years | 55.54 | 0.02 | 249,671% |
| Returns for 10 years | 121.92 | 22.91 | 532% |
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