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DFSTX vs PSSMX
DFSTX vs PSSMX Comparison
Open Charts DFSTX vs PSSMX
Principal SmallCap S&P 600 Index R3
Price$28.12
Change+$0.23 (+0.82%)
VolumeN/A
Net Assets1.3B
DFSTX vs PSSMX Comparison Chart in %
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DFSTX vs. PSSMX commentary
Oct 27, 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 DFSTX is a Hold and PSSMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. PSSMX (1.3B). DFSTX pays higher dividends than PSSMX: DFSTX (1.07) vs PSSMX (0.68). DFSTX was incepted earlier than PSSMX: DFSTX (34 years) vs PSSMX (25 years). PSSMX (0.73) is less costly to investors than DFSTX (0.28). PSSMX is a more actively managed with annual turnover of: 22.40 vs. DFSTX (6.00). DFSTX (0) and PSSMX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 9.07 vs. PSSMX (-0.69). DFSTX return over 5 years is better than : 65.59 vs. PSSMX (23.43).
| DFSTX | PSSMX | DFSTX / PSSMX | |
| Total Expense Ratio | 0.27 | 0.73 | 37% |
| Annual Report Gross Expense Ratio | 0.28 | 0.73 | 38% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 7.820 | 5.794 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.3B | 1,326% |
| Annual Yield % from dividends | 1.07 | 0.68 | 157% |
| Returns for 1 year | 9.07 | -0.69 | -1,314% |
| Returns for 3 years | 34.81 | 7.33 | 475% |
| Returns for 5 years | 65.59 | 23.43 | 280% |
| Returns for 10 years | 81.03 | 24.45 | 331% |
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