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DFFVX vs PCPTX
DFFVX vs PCPTX Comparison
Open Charts DFFVX vs PCPTX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R1
Price$10.85
Change-$0.14 (-1.27%)
VolumeN/A
CapitalizationN/A
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DFFVX vs PCPTX Comparison Chart
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DFFVX vs. PCPTX commentary
Sep 21, 2024
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 DFFVX is a Buy and PCPTX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. PCPTX (1.18B). DFFVX pays higher dividends than PCPTX: DFFVX (1.37) vs PCPTX (0.44). DFFVX was incepted earlier than PCPTX: DFFVX (25 years) vs PCPTX (20 years). PCPTX is a more actively managed with annual turnover of: 65.20 vs. DFFVX (20.00). DFFVX (0) and PCPTX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. PCPTX (14.39). DFFVX return over 5 years is better than : 58.07 vs. PCPTX (16.39).
| DFFVX | PCPTX | DFFVX / PCPTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 6.598 | 4.360 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 1.18B | 1,170% |
| Annual Yield % from dividends | 1.37 | 0.44 | 310% |
| Returns for 1 year | 19.37 | 14.39 | 135% |
| Returns for 3 years | 16.04 | -10.84 | -148% |
| Returns for 5 years | 58.07 | 16.39 | 354% |
| Returns for 10 years | 50.68 | -17.82 | -284% |