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DFFVX vs PLARX
DFFVX vs PLARX Comparison
Open Charts DFFVX vs PLARX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R5
Price$12.54
Change-$0.16 (-1.26%)
VolumeN/A
CapitalizationN/A
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DFFVX vs PLARX Comparison Chart
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DFFVX vs. PLARX 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 PLARX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. PLARX (1.18B). DFFVX pays higher dividends than PLARX: DFFVX (1.37) vs PLARX (0.82). DFFVX was incepted earlier than PLARX: DFFVX (25 years) vs PLARX (20 years). PLARX is a more actively managed with annual turnover of: 65.20 vs. DFFVX (20.00). DFFVX (0) and PLARX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. PLARX (15.44). DFFVX return over 5 years is better than : 58.07 vs. PLARX (24.17).
| DFFVX | PLARX | DFFVX / PLARX | |
| 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 | 4.886 | 135% |
| 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 | 0.82 | 168% |
| Returns for 1 year | 19.37 | 15.44 | 125% |
| Returns for 3 years | 16.04 | -6.09 | -263% |
| Returns for 5 years | 58.07 | 24.17 | 240% |
| Returns for 10 years | 50.68 | -5.64 | -898% |
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