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DFFVX vs PLARX
DFFVX vs PLARX Comparison
Open Charts DFFVX vs PLARX
DFA US Targeted Value I
Price$36.41
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets13.79B
Principal SmallCap Value II R5
Price$11.66
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.13B
DFFVX vs PLARX Comparison Chart in %
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DFFVX vs. PLARX commentary
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. PLARX (1.13B). DFFVX pays higher dividends than PLARX: DFFVX (1.50) vs PLARX (1.10). 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 : 9.86 vs. PLARX (-4.98). DFFVX return over 5 years is better than : 107.11 vs. PLARX (37.92).
| 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 | 6.911 | 4.660 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 1.13B | 1,220% |
| Annual Yield % from dividends | 1.50 | 1.10 | 135% |
| Returns for 1 year | 9.86 | -4.98 | -198% |
| Returns for 3 years | 39.08 | 7.66 | 510% |
| Returns for 5 years | 107.11 | 37.92 | 282% |
| Returns for 10 years | 84.54 | -0.42 | -19,993% |
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