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DFFVX vs PLARX
DFFVX vs PLARX Comparison
Open Charts DFFVX vs PLARX
DFA US Targeted Value I
Price$35.73
Change-$0.42 (-1.16%)
VolumeN/A
Net Assets13.68B
Principal SmallCap Value II R5
Price$11.64
Change-$0.13 (-1.10%)
VolumeN/A
Net Assets1.12B
DFFVX vs PLARX Comparison Chart in %
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DFFVX vs. PLARX commentary
Oct 11, 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: 13.7B vs. PLARX (1.12B). DFFVX pays higher dividends than PLARX: DFFVX (1.68) 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 : 7.77 vs. PLARX (-3.79). DFFVX return over 5 years is better than : 94.02 vs. PLARX (31.77).
| 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 | 5.444 | 5.466 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 1.12B | 1,220% |
| Annual Yield % from dividends | 1.68 | 1.11 | 151% |
| Returns for 1 year | 7.77 | -3.79 | -205% |
| Returns for 3 years | 41.91 | 13.07 | 321% |
| Returns for 5 years | 94.02 | 31.77 | 296% |
| Returns for 10 years | 76.05 | -1.56 | -4,886% |
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