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DFSVX vs PSMVX
DFSVX vs PSMVX Comparison
Open Charts DFSVX vs PSMVX
DFA US Small Cap Value I
Price$49.02
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets16.13B
Principal SmallCap Value II R6
Price$11.68
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets1.1B
DFSVX vs PSMVX Comparison Chart in %
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DFSVX vs. PSMVX commentary
Aug 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PSMVX (1.1B). DFSVX pays higher dividends than PSMVX: DFSVX (1.64) vs PSMVX (1.32). DFSVX was incepted earlier than PSMVX: DFSVX (32 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 : 4.62 vs. PSMVX (-6.34). DFSVX return over 5 years is better than : 86.77 vs. PSMVX (35.57).
| DFSVX | PSMVX | DFSVX / PSMVX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 1.940 | 1.654 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.1B | 1,461% |
| Annual Yield % from dividends | 1.64 | 1.32 | 124% |
| Returns for 1 year | 4.62 | -6.34 | -73% |
| Returns for 3 years | 18.45 | -3.58 | -515% |
| Returns for 5 years | 86.77 | 35.57 | 244% |
| Returns for 10 years | 59.01 | -0.49 | -12,026% |
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