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DFSVX vs PSMVX
DFSVX vs PSMVX Comparison
Open Charts DFSVX vs PSMVX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Principal SmallCap Value II R6
Price$12.33
Change+$0.33 (+2.75%)
VolumeN/A
Net Assets1.21B
DFSVX vs PSMVX Comparison Chart in %
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DFSVX vs. PSMVX commentary
Feb 05, 2026
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 PSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. PSMVX (1.21B). DFSVX pays higher dividends than PSMVX: DFSVX (1.58) vs PSMVX (1.17). DFSVX was incepted earlier than PSMVX: DFSVX (33 years) vs PSMVX (11 years). PSMVX (0.91) is less costly to investors than DFSVX (0.31). PSMVX is a more actively managed with annual turnover of: 89.90 vs. DFSVX (7.00). DFSVX (0) and PSMVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. PSMVX (7.22). DFSVX return over 5 years is better than : 55.54 vs. PSMVX (5.72).
| DFSVX | PSMVX | DFSVX / PSMVX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 9.431 | 7.874 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 1.21B | 1,483% |
| Annual Yield % from dividends | 1.58 | 1.17 | 136% |
| Returns for 1 year | 17.52 | 7.22 | 243% |
| Returns for 3 years | 35.91 | 8.97 | 400% |
| Returns for 5 years | 55.54 | 5.72 | 971% |
| Returns for 10 years | 121.92 | 35.59 | 343% |
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