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DFSVX vs PLARX
DFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARX
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
Principal SmallCap Value II R5
Price$11.31
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets1.15B
DFSVX vs PLARX Comparison Chart in %
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DFSVX vs. PLARX commentary
Dec 26, 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 DFSVX is a Buy and PLARX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. PLARX (1.15B). DFSVX pays higher dividends than PLARX: DFSVX (1.62) vs PLARX (1.08). DFSVX was incepted earlier than PLARX: DFSVX (33 years) vs PLARX (22 years). PLARX (1.15) is less costly to investors than DFSVX (0.31). PLARX is a more actively managed with annual turnover of: 73.90 vs. DFSVX (12.00). DFSVX (0) and PLARX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.08 vs. PLARX (0.62). DFSVX return over 5 years is better than : 62.40 vs. PLARX (5.59).
| DFSVX | PLARX | DFSVX / PLARX | |
| Total Expense Ratio | 0.31 | 1.13 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.15 | 27% |
| Fund Existence | 33 years | 22 years | - |
| Gain YTD | 9.664 | 1.344 | 719% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.15B | 1,466% |
| Annual Yield % from dividends | 1.62 | 1.08 | 150% |
| Returns for 1 year | 9.08 | 0.62 | 1,458% |
| Returns for 3 years | 39.53 | 13.40 | 295% |
| Returns for 5 years | 62.40 | 5.59 | 1,116% |
| Returns for 10 years | 79.47 | 7.39 | 1,076% |
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