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DFFVX vs PLARX
DFFVX vs PLARX Comparison
Open Charts DFFVX vs PLARX
DFA US Targeted Value I
Price$34.61
Change+$0.17 (+0.49%)
VolumeN/A
Net Assets13.08B
Principal SmallCap Value II R5
Price$11.38
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets1.07B
DFFVX vs PLARX Comparison Chart in %
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DFFVX vs. PLARX commentary
Nov 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 DFFVX is a Hold and PLARX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.1B vs. PLARX (1.07B). DFFVX pays higher dividends than PLARX: DFFVX (1.72) vs PLARX (1.11). DFFVX was incepted earlier than PLARX: DFFVX (26 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 : -1.70 vs. PLARX (-12.01). DFFVX return over 5 years is better than : 68.21 vs. PLARX (14.37).
| DFFVX | PLARX | DFFVX / PLARX | |
| Total Expense Ratio | 0.29 | 1.13 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.15 | 26% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 2.139 | 1.434 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 1.07B | 1,229% |
| Annual Yield % from dividends | 1.72 | 1.11 | 154% |
| Returns for 1 year | -1.70 | -12.01 | 14% |
| Returns for 3 years | 22.27 | -2.33 | -954% |
| Returns for 5 years | 68.21 | 14.37 | 475% |
| Returns for 10 years | 69.90 | -5.39 | -1,296% |
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