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DFFVX vs PJARX
DFFVX vs PJARX Comparison
Open Charts DFFVX vs PJARX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R3
Price$12.00
Change-$0.16 (-1.32%)
VolumeN/A
CapitalizationN/A
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DFFVX vs PJARX Comparison Chart
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DFFVX vs. PJARX 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 PJARX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. PJARX (1.18B). DFFVX pays higher dividends than PJARX: DFFVX (1.37) vs PJARX (0.66). DFFVX was incepted earlier than PJARX: DFFVX (25 years) vs PJARX (20 years). PJARX is a more actively managed with annual turnover of: 65.20 vs. DFFVX (20.00). DFFVX (0) and PJARX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. PJARX (14.98). DFFVX return over 5 years is better than : 58.07 vs. PJARX (21.24).
| DFFVX | PJARX | DFFVX / PJARX | |
| 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 | 4.653 | 142% |
| 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 | 0.66 | 209% |
| Returns for 1 year | 19.37 | 14.98 | 129% |
| Returns for 3 years | 16.04 | -7.72 | -208% |
| Returns for 5 years | 58.07 | 21.24 | 273% |
| Returns for 10 years | 50.68 | -10.48 | -483% |