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DFFVX vs PSMVX
DFFVX vs PSMVX Comparison
Open Charts DFFVX vs PSMVX
DFA US Targeted Value I
Price$36.49
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets13.78B
Principal SmallCap Value II R6
Price$12.11
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.13B
DFFVX vs PSMVX Comparison Chart in %
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DFFVX vs. PSMVX commentary
Aug 29, 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 PSMVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. PSMVX (1.13B). DFFVX pays higher dividends than PSMVX: DFFVX (1.62) vs PSMVX (1.32). DFFVX was incepted earlier than PSMVX: DFFVX (26 years) vs PSMVX (11 years). PSMVX (0.91) is less costly to investors than DFFVX (0.30). PSMVX is a more actively managed with annual turnover of: 73.90 vs. DFFVX (7.00). DFFVX (0) and PSMVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 9.68 vs. PSMVX (-4.02). DFFVX return over 5 years is better than : 101.06 vs. PSMVX (37.59).
| DFFVX | PSMVX | DFFVX / PSMVX | |
| Total Expense Ratio | 0.29 | 0.88 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.91 | 33% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 7.146 | 5.570 | 128% |
| 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 | 1.62 | 1.32 | 122% |
| Returns for 1 year | 9.68 | -4.02 | -241% |
| Returns for 3 years | 32.02 | 4.05 | 790% |
| Returns for 5 years | 101.06 | 37.59 | 269% |
| Returns for 10 years | 81.25 | 3.18 | 2,554% |
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