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DFSVX vs PLARX
DFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Principal SmallCap Value II R5
Price$11.59
Change-$0.19 (-1.61%)
VolumeN/A
Net Assets1.11B
DFSVX vs PLARX Comparison Chart in %
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DFSVX vs. PLARX 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 DFSVX is a Hold and PLARX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. PLARX (1.11B). DFSVX pays higher dividends than PLARX: DFSVX (1.69) vs PLARX (1.11). 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 : -1.72 vs. PLARX (-10.02). DFSVX return over 5 years is better than : 70.67 vs. PLARX (22.36).
| 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 | 4.670 | 5.556 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.11B | 1,434% |
| Annual Yield % from dividends | 1.69 | 1.11 | 152% |
| Returns for 1 year | -1.72 | -10.02 | 17% |
| Returns for 3 years | 20.64 | 0.37 | 5,642% |
| Returns for 5 years | 70.67 | 22.36 | 316% |
| Returns for 10 years | 63.06 | 0.84 | 7,550% |
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