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DFSVX vs PJARX
DFSVX vs PJARX Comparison
Open Charts DFSVX vs PJARX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R3
Price$12.00
Change-$0.16 (-1.32%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PJARX Comparison Chart
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DFSVX vs. PJARX commentary
Sep 21, 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 DFSVX is a Buy and PJARX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. PJARX (1.18B). DFSVX pays higher dividends than PJARX: DFSVX (1.44) vs PJARX (0.66). DFSVX was incepted earlier than PJARX: DFSVX (32 years) vs PJARX (20 years). PJARX is a more actively managed with annual turnover of: 65.20 vs. DFSVX (25.00). DFSVX (0) and PJARX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. PJARX (14.98). DFSVX return over 5 years is better than : 53.86 vs. PJARX (21.24).
| DFSVX | PJARX | DFSVX / PJARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 7.846 | 4.653 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.18B | 1,416% |
| Annual Yield % from dividends | 1.44 | 0.66 | 219% |
| Returns for 1 year | 19.84 | 14.98 | 132% |
| Returns for 3 years | 13.38 | -7.72 | -173% |
| Returns for 5 years | 53.86 | 21.24 | 254% |
| Returns for 10 years | 39.64 | -10.48 | -378% |
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