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DFFVX vs PSMVX
DFFVX vs PSMVX Comparison
Open Charts DFFVX vs PSMVX
DFA US Targeted Value I
Price$34.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R6
Price$13.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFFVX vs PSMVX Comparison Chart
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DFFVX vs. PSMVX commentary
Sep 20, 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 PSMVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. PSMVX (1.16B). DFFVX pays higher dividends than PSMVX: DFFVX (1.37) vs PSMVX (1.05). DFFVX was incepted earlier than PSMVX: DFFVX (25 years) vs PSMVX (10 years). PSMVX is a more actively managed with annual turnover of: 65.20 vs. DFFVX (20.00). DFFVX (0) and PSMVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. PSMVX (15.90). DFFVX return over 5 years is better than : 58.07 vs. PSMVX (26.35).
| DFFVX | PSMVX | DFFVX / PSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 10 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 | 1.05 | 130% |
| Returns for 1 year | 19.37 | 15.90 | 122% |
| Returns for 3 years | 16.04 | -4.85 | -331% |
| Returns for 5 years | 58.07 | 26.35 | 220% |
| Returns for 10 years | 50.68 | N/A | - |
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