Ad is loading...
DFFVX vs PPVIX
DFFVX vs PPVIX Comparison
Open Charts DFFVX vs PPVIX
DFA US Targeted Value I
Price$34.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II Instl
Price$13.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFFVX vs PPVIX Comparison Chart
Loading...
DFFVX vs. PPVIX 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 PPVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. PPVIX (1.16B). DFFVX pays higher dividends than PPVIX: DFFVX (1.37) vs PPVIX (1.04). DFFVX was incepted earlier than PPVIX: DFFVX (25 years) vs PPVIX (20 years). PPVIX is a more actively managed with annual turnover of: 65.20 vs. DFFVX (20.00). DFFVX (0) and PPVIX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. PPVIX (15.78). DFFVX return over 5 years is better than : 58.07 vs. PPVIX (26.22).
| DFFVX | PPVIX | DFFVX / PPVIX | |
| 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 | 5.094 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 1.16B | 1,169% |
| Annual Yield % from dividends | 1.37 | 1.04 | 132% |
| Returns for 1 year | 19.37 | 15.78 | 123% |
| Returns for 3 years | 16.04 | -4.98 | -322% |
| Returns for 5 years | 58.07 | 26.22 | 221% |
| Returns for 10 years | 50.68 | -2.09 | -2,428% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers