DFSVX
Price
$48.80
Change
-$0.45 (-0.91%)
Updated
Aug 15 closing price
Net Assets
16.08B
PPVIX
Price
$11.61
Change
-$0.12 (-1.02%)
Updated
Aug 15 closing price
Net Assets
1.1B
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DFSVX vs PPVIX

Header iconDFSVX vs PPVIX Comparison
Open Charts DFSVX vs PPVIXBanner chart's image
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Principal SmallCap Value II Instl
Price$11.61
Change-$0.12 (-1.02%)
VolumeN/A
Net Assets1.1B
DFSVX vs PPVIX Comparison Chart in %
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DFSVX vs. PPVIX commentary
Aug 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 StrongBuy and PPVIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PPVIX (1.1B). DFSVX pays higher dividends than PPVIX: DFSVX (1.64) vs PPVIX (1.29). DFSVX was incepted earlier than PPVIX: DFSVX (32 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 : 5.62 vs. PPVIX (-5.96). DFSVX return over 5 years is better than : 80.15 vs. PPVIX (30.55).
DFSVXPPVIXDFSVX / PPVIX
Total Expense Ratio0.310.9433%
Annual Report Gross Expense Ratio0.311.0230%
Fund Existence32 years21 years-
Gain YTD1.4831.044142%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B1.1B1,468%
Annual Yield % from dividends1.641.29127%
Returns for 1 year5.62-5.96-94%
Returns for 3 years16.09-6.03-267%
Returns for 5 years80.1530.55262%
Returns for 10 years50.63-5.81-872%
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