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DFFVX vs PSMVX
DFFVX vs PSMVX Comparison
Open Charts DFFVX vs PSMVX
DFA US Targeted Value I
Price$37.02
Change+$0.61 (+1.68%)
VolumeN/A
Net Assets13.79B
Principal SmallCap Value II R6
Price$12.23
Change+$0.21 (+1.75%)
VolumeN/A
Net Assets1.13B
DFFVX vs PSMVX Comparison Chart in %
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DFFVX vs. PSMVX commentary
Sep 19, 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 PSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. PSMVX (1.13B). DFFVX pays higher dividends than PSMVX: DFFVX (1.50) vs PSMVX (1.25). 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 : 9.66 vs. PSMVX (-4.66). DFFVX return over 5 years is better than : 107.11 vs. PSMVX (40.45).
| 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 | 6.911 | 4.613 | 150% |
| 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 | 1.50 | 1.25 | 120% |
| Returns for 1 year | 9.66 | -4.66 | -207% |
| Returns for 3 years | 36.96 | 7.41 | 499% |
| Returns for 5 years | 107.11 | 40.45 | 265% |
| Returns for 10 years | 83.84 | 3.14 | 2,674% |