Interact to see
Advertisement
Advertisement
DFSVX vs PLARX
DFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Principal SmallCap Value II R5
Price$11.72
Change+$0.13 (+1.12%)
VolumeN/A
Net Assets1.12B
DFSVX vs PLARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. PLARX commentary
Sep 27, 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: 16.5B vs. PLARX (1.12B). DFSVX pays higher dividends than PLARX: DFSVX (1.52) vs PLARX (1.10). DFSVX was incepted earlier than PLARX: DFSVX (33 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 : 6.87 vs. PLARX (-4.89). DFSVX return over 5 years is better than : 108.39 vs. PLARX (46.23).
| 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 | 21 years | - |
| Gain YTD | 5.663 | 5.018 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 1.12B | 1,478% |
| Annual Yield % from dividends | 1.52 | 1.10 | 138% |
| Returns for 1 year | 6.87 | -4.89 | -141% |
| Returns for 3 years | 43.95 | 16.19 | 271% |
| Returns for 5 years | 108.39 | 46.23 | 234% |
| Returns for 10 years | 73.20 | 4.63 | 1,580% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SEIQ | 38.54 | 0.29 | +0.76% |
| SEI Enhanced US Large Cap Qual Fac ETF | |||
| FIXD | 44.33 | 0.01 | +0.03% |
| First Trust Smith Opportnstc Fxd Inc ETF | |||
| SAMM | 28.64 | N/A | N/A |
| Strategas Macro Momentum ETF | |||
| SPRX | 38.46 | -0.05 | -0.13% |
| Spear Alpha ETF | |||
| DFII | 23.10 | -0.06 | -0.24% |
| Ft Vest Bitcoin Strategy & Target Income ETF | |||