DFFVX
Price
$33.73
Change
-$0.08 (-0.24%)
Updated
Aug 6 closing price
Net Assets
12.91B
PSMVX
Price
$11.26
Change
-$0.04 (-0.35%)
Updated
Aug 6 closing price
Net Assets
1.1B
Interact to see
Advertisement

DFFVX vs PSMVX

Header iconDFFVX vs PSMVX Comparison
Open Charts DFFVX vs PSMVXBanner chart's image
DFA US Targeted Value I
Price$33.73
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets12.91B
Principal SmallCap Value II R6
Price$11.26
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets1.1B
DFFVX vs PSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DFFVX vs. PSMVX commentary
Aug 07, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. PSMVX (1.1B). DFFVX pays higher dividends than PSMVX: DFFVX (1.62) vs PSMVX (1.32). DFFVX was incepted earlier than PSMVX: DFFVX (25 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 : 7.72 vs. PSMVX (-5.81). DFFVX return over 5 years is better than : 88.91 vs. PSMVX (29.72).
DFFVXPSMVXDFFVX / PSMVX
Total Expense Ratio0.290.8833%
Annual Report Gross Expense Ratio0.300.9133%
Fund Existence25 years11 years-
Gain YTD-0.958-1.65458%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B1.1B1,174%
Annual Yield % from dividends1.621.32122%
Returns for 1 year7.72-5.81-133%
Returns for 3 years23.06-3.63-635%
Returns for 5 years88.9129.72299%
Returns for 10 years62.68-6.88-912%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HBTA26.330.29
+1.10%
Horizon Expedition Plus ETF
UTG38.710.07
+0.18%
Reaves Utility Income Fund
VCV10.20N/A
N/A
INVESCO CALIFORNIA VALUE MUNI Income TRUST
SHUS44.80N/A
N/A
Stratified LargeCap Hedged ETF
OWNS17.26N/A
-0.03%
CCM Affordable Housing MBS ETF