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DFFVX vs PLARX
DFFVX vs PLARX Comparison
Open Charts DFFVX vs PLARX
DFA US Targeted Value I
Price$34.83
Change+$1.07 (+3.17%)
VolumeN/A
Net Assets12.86B
Principal SmallCap Value II R5
Price$11.26
Change+$0.33 (+3.02%)
VolumeN/A
Net Assets1.06B
DFFVX vs PLARX Comparison Chart in %
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DFFVX vs. PLARX commentary
Aug 14, 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 DFFVX is a Buy and PLARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. PLARX (1.06B). DFFVX pays higher dividends than PLARX: DFFVX (1.62) vs PLARX (1.17). DFFVX was incepted earlier than PLARX: DFFVX (25 years) vs PLARX (21 years). PLARX (1.15) is less costly to investors than DFFVX (0.30). PLARX is a more actively managed with annual turnover of: 73.90 vs. DFFVX (7.00). DFFVX (0) and PLARX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 11.20 vs. PLARX (-6.27). DFFVX return over 5 years is better than : 91.41 vs. PLARX (24.80).
| DFFVX | PLARX | DFFVX / PLARX | |
| Total Expense Ratio | 0.29 | 1.13 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.15 | 26% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 2.272 | -2.061 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 1.06B | 1,215% |
| Annual Yield % from dividends | 1.62 | 1.17 | 138% |
| Returns for 1 year | 11.20 | -6.27 | -179% |
| Returns for 3 years | 20.84 | -9.07 | -230% |
| Returns for 5 years | 91.41 | 24.80 | 369% |
| Returns for 10 years | 65.81 | -11.85 | -555% |
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