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DFFVX vs PSMJX
DFFVX vs PSMJX Comparison
Open Charts DFFVX vs PSMJX
DFA US Targeted Value I
Price$34.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II J
Price$12.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFFVX vs PSMJX Comparison Chart
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DFFVX vs. PSMJX commentary
Oct 18, 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 PSMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.7B vs. PSMJX (1.16B). DFFVX pays higher dividends than PSMJX: DFFVX (1.37) vs PSMJX (0.77). DFFVX was incepted earlier than PSMJX: DFFVX (25 years) vs PSMJX (16 years). PSMJX is a more actively managed with annual turnover of: 65.20 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than PSMJX: DFFVX (0) vs PSMJX (1000). DFFVX annual gain was more profitable for investors over the last year : 25.91 vs. PSMJX (20.29). DFFVX return over 5 years is better than : 65.80 vs. PSMJX (27.58).
| DFFVX | PSMJX | DFFVX / PSMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 10.567 | 7.633 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 1.16B | 1,180% |
| Annual Yield % from dividends | 1.37 | 0.77 | 178% |
| Returns for 1 year | 25.91 | 20.29 | 128% |
| Returns for 3 years | 14.50 | -8.64 | -168% |
| Returns for 5 years | 65.80 | 27.58 | 239% |
| Returns for 10 years | 71.00 | 1.38 | 5,127% |
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