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DFSVX vs PLARX
DFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Principal SmallCap Value II R5
Price$11.49
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets1.09B
DFSVX vs PLARX Comparison Chart in %
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DFSVX vs. PLARX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. PLARX (1.09B). DFSVX pays higher dividends than PLARX: DFSVX (1.66) 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 : 0.38 vs. PLARX (-9.09). DFSVX return over 5 years is better than : 80.47 vs. PLARX (28.92).
| 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 | 2.475 | 2.957 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.09B | 1,457% |
| Annual Yield % from dividends | 1.66 | 1.11 | 149% |
| Returns for 1 year | 0.38 | -9.09 | -4% |
| Returns for 3 years | 28.43 | 6.39 | 445% |
| Returns for 5 years | 80.47 | 28.92 | 278% |
| Returns for 10 years | 55.60 | -3.67 | -1,515% |
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