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DFSVX vs PJARX
DFSVX vs PJARX Comparison
Open Charts DFSVX vs PJARX
DFA US Small Cap Value I
Price$49.70
Change+$0.36 (+0.73%)
VolumeN/A
Net Assets15.88B
Principal SmallCap Value II R3
Price$11.08
Change+$0.08 (+0.73%)
VolumeN/A
Net Assets1.09B
DFSVX vs PJARX Comparison Chart in %
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DFSVX vs. PJARX commentary
Nov 25, 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 DFSVX is a Buy and PJARX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. PJARX (1.09B). DFSVX pays higher dividends than PJARX: DFSVX (1.69) vs PJARX (0.88). DFSVX was incepted earlier than PJARX: DFSVX (33 years) vs PJARX (21 years). PJARX (1.46) is less costly to investors than DFSVX (0.31). PJARX is a more actively managed with annual turnover of: 73.90 vs. DFSVX (12.00). DFSVX (0) and PJARX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -3.84 vs. PJARX (-13.46). DFSVX return over 5 years is better than : 58.22 vs. PJARX (9.13).
| DFSVX | PJARX | DFSVX / PJARX | |
| Total Expense Ratio | 0.31 | 1.44 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.46 | 21% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 3.855 | 3.189 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.09B | 1,465% |
| Annual Yield % from dividends | 1.69 | 0.88 | 192% |
| Returns for 1 year | -3.84 | -13.46 | 29% |
| Returns for 3 years | 18.50 | -3.33 | -556% |
| Returns for 5 years | 58.22 | 9.13 | 638% |
| Returns for 10 years | 54.37 | -10.29 | -528% |
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