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DFSVX vs PPVIX
DFSVX vs PPVIX Comparison
Open Charts DFSVX vs PPVIX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Principal SmallCap Value II Instl
Price$12.08
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets1.13B
DFSVX vs PPVIX Comparison Chart in %
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DFSVX vs. PPVIX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. PPVIX (1.13B). 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 : 6.87 vs. PPVIX (-4.44). DFSVX return over 5 years is better than : 108.39 vs. PPVIX (48.99).
| 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 | 5.663 | 5.135 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 1.13B | 1,464% |
| Annual Yield % from dividends | 1.52 | 1.22 | 125% |
| Returns for 1 year | 6.87 | -4.44 | -155% |
| Returns for 3 years | 43.95 | 17.46 | 252% |
| Returns for 5 years | 108.39 | 48.99 | 221% |
| Returns for 10 years | 73.20 | 8.60 | 852% |
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