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DFSVX vs PLARX
DFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
Principal SmallCap Value II R5
Price$12.15
Change+$0.20 (+1.67%)
VolumeN/A
Net Assets1.14B
DFSVX vs PLARX Comparison Chart in %
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DFSVX vs. PLARX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. PLARX (1.14B). 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 : 0.82 vs. PLARX (-8.44). DFSVX return over 5 years is better than : 62.61 vs. PLARX (15.12).
| 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 | 8.912 | 8.871 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.14B | 1,467% |
| Annual Yield % from dividends | 1.62 | 1.08 | 150% |
| Returns for 1 year | 0.82 | -8.44 | -10% |
| Returns for 3 years | 23.63 | 2.83 | 834% |
| Returns for 5 years | 62.61 | 15.12 | 414% |
| Returns for 10 years | 64.29 | 0.91 | 7,102% |
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