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DFSVX vs PPVIX
DFSVX vs PPVIX Comparison
Open Charts DFSVX vs PPVIX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Principal SmallCap Value II Instl
Price$12.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.14B
DFSVX vs PPVIX Comparison Chart in %
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DFSVX vs. PPVIX commentary
Sep 08, 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 PPVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. PPVIX (1.14B). DFSVX pays higher dividends than PPVIX: DFSVX (1.52) vs PPVIX (1.22). DFSVX was incepted earlier than PPVIX: DFSVX (33 years) vs PPVIX (21 years). PPVIX (1.02) is less costly to investors than DFSVX (0.31). PPVIX is a more actively managed with annual turnover of: 73.90 vs. DFSVX (12.00). DFSVX (0) and PPVIX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. PPVIX (-1.27). DFSVX return over 5 years is better than : 94.21 vs. PPVIX (40.05).
| DFSVX | PPVIX | DFSVX / PPVIX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.02 | 30% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 6.765 | 5.831 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.14B | 1,471% |
| Annual Yield % from dividends | 1.52 | 1.22 | 125% |
| Returns for 1 year | 11.40 | -1.27 | -899% |
| Returns for 3 years | 35.36 | 9.73 | 363% |
| Returns for 5 years | 94.21 | 40.05 | 235% |
| Returns for 10 years | 64.86 | 3.22 | 2,012% |
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