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DFFVX vs PSTWX
DFFVX vs PSTWX Comparison
Open Charts DFFVX vs PSTWX
DFA US Targeted Value I
Price$36.46
Change+$0.08 (+0.22%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R4
Price$13.00
Change+$0.05 (+0.39%)
VolumeN/A
CapitalizationN/A
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DFFVX vs PSTWX Comparison Chart
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DFFVX vs. PSTWX commentary
Nov 10, 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 PSTWX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.4B vs. PSTWX (1.21B). DFFVX pays higher dividends than PSTWX: DFFVX (1.37) vs PSTWX (0.79). DFFVX was incepted earlier than PSTWX: DFFVX (25 years) vs PSTWX (20 years). PSTWX is a more actively managed with annual turnover of: 65.20 vs. DFFVX (20.00). DFFVX (0) and PSTWX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 36.35 vs. PSTWX (30.33). DFFVX return over 5 years is better than : 63.58 vs. PSTWX (27.52).
| DFFVX | PSTWX | DFFVX / PSTWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 15.608 | 11.492 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 1.21B | 1,186% |
| Annual Yield % from dividends | 1.37 | 0.79 | 173% |
| Returns for 1 year | 36.35 | 30.33 | 120% |
| Returns for 3 years | 12.52 | -10.96 | -114% |
| Returns for 5 years | 63.58 | 27.52 | 231% |
| Returns for 10 years | 64.96 | -3.30 | -1,967% |