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DFSVX vs PSMVX
DFSVX vs PSMVX Comparison
Open Charts DFSVX vs PSMVX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Principal SmallCap Value II R6
Price$12.08
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets1.13B
DFSVX vs PSMVX Comparison Chart in %
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DFSVX vs. PSMVX commentary
Sep 28, 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 PSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. PSMVX (1.13B). DFSVX pays higher dividends than PSMVX: DFSVX (1.52) vs PSMVX (1.25). 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 : 6.87 vs. PSMVX (-4.41). DFSVX return over 5 years is better than : 108.39 vs. PSMVX (49.15).
| 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 | 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 | 1.25 | 122% |
| Returns for 1 year | 6.87 | -4.41 | -156% |
| Returns for 3 years | 43.95 | 17.53 | 251% |
| Returns for 5 years | 108.39 | 49.15 | 221% |
| Returns for 10 years | 73.20 | 8.91 | 822% |
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