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DFSVX vs PSMVX
DFSVX vs PSMVX Comparison
Open Charts DFSVX vs PSMVX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
Principal SmallCap Value II R6
Price$11.63
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets1.15B
DFSVX vs PSMVX Comparison Chart in %
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DFSVX vs. PSMVX commentary
Dec 27, 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 PSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. PSMVX (1.15B). DFSVX pays higher dividends than PSMVX: DFSVX (1.62) vs PSMVX (1.22). 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: 73.90 vs. DFSVX (12.00). DFSVX (0) and PSMVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 8.55 vs. PSMVX (0.17). DFSVX return over 5 years is better than : 62.34 vs. PSMVX (7.46).
| 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 | 9.622 | 1.218 | 790% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.15B | 1,457% |
| Annual Yield % from dividends | 1.62 | 1.22 | 133% |
| Returns for 1 year | 8.55 | 0.17 | 4,962% |
| Returns for 3 years | 39.26 | 14.18 | 277% |
| Returns for 5 years | 62.34 | 7.46 | 835% |
| Returns for 10 years | 79.11 | 10.72 | 738% |
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