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DFSVX vs PPVIX
DFSVX vs PPVIX Comparison
Open Charts DFSVX vs PPVIX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Principal SmallCap Value II Instl
Price$11.95
Change-$0.19 (-1.57%)
VolumeN/A
Net Assets1.11B
DFSVX vs PPVIX Comparison Chart in %
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DFSVX vs. PPVIX commentary
Nov 15, 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 PPVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. PPVIX (1.11B). DFSVX pays higher dividends than PPVIX: DFSVX (1.69) vs PPVIX (1.23). 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 : -2.43 vs. PPVIX (-10.56). DFSVX return over 5 years is better than : 68.62 vs. PPVIX (22.63).
| 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 | 3.416 | 4.003 | 85% |
| 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 | 1.23 | 138% |
| Returns for 1 year | -2.43 | -10.56 | 23% |
| Returns for 3 years | 20.11 | 0.85 | 2,371% |
| Returns for 5 years | 68.62 | 22.63 | 303% |
| Returns for 10 years | 59.40 | 2.00 | 2,969% |
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