DFSVX
Price
$48.80
Change
-$0.45 (-0.91%)
Updated
Aug 15 closing price
Net Assets
16.08B
PLARX
Price
$11.26
Change
-$0.12 (-1.05%)
Updated
Aug 15 closing price
Net Assets
1.1B
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DFSVX vs PLARX

Header iconDFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARXBanner chart's image
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Principal SmallCap Value II R5
Price$11.26
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets1.1B
DFSVX vs PLARX Comparison Chart in %
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DFSVX vs. PLARX commentary
Aug 19, 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 StrongBuy and PLARX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PLARX (1.1B). DFSVX pays higher dividends than PLARX: DFSVX (1.64) vs PLARX (1.17). DFSVX was incepted earlier than PLARX: DFSVX (32 years) vs PLARX (21 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 : 5.62 vs. PLARX (-6.45). DFSVX return over 5 years is better than : 80.15 vs. PLARX (28.14).
DFSVXPLARXDFSVX / PLARX
Total Expense Ratio0.311.1327%
Annual Report Gross Expense Ratio0.311.1527%
Fund Existence32 years21 years-
Gain YTD1.4830.896165%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B1.1B1,468%
Annual Yield % from dividends1.641.17140%
Returns for 1 year5.62-6.45-87%
Returns for 3 years16.09-7.08-227%
Returns for 5 years80.1528.14285%
Returns for 10 years50.63-9.33-543%
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