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DFSVX vs PLARX
DFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARX
DFA US Small Cap Value I
Price$48.45
Change+$0.30 (+0.62%)
VolumeN/A
Net Assets15.53B
Principal SmallCap Value II R5
Price$11.38
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets1.07B
DFSVX vs PLARX Comparison Chart in %
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DFSVX vs. PLARX commentary
Nov 20, 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 Hold and PLARX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. PLARX (1.07B). DFSVX pays higher dividends than PLARX: DFSVX (1.69) vs PLARX (1.11). DFSVX was incepted earlier than PLARX: DFSVX (33 years) vs PLARX (21 years). PLARX (1.15) is less costly to investors than DFSVX (0.31). PLARX is a more actively managed with annual turnover of: 73.90 vs. DFSVX (12.00). DFSVX (0) and PLARX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -3.14 vs. PLARX (-12.01). DFSVX return over 5 years is better than : 60.60 vs. PLARX (14.37).
| DFSVX | PLARX | DFSVX / PLARX | |
| Total Expense Ratio | 0.31 | 1.13 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.15 | 27% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 1.243 | 1.434 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.07B | 1,454% |
| Annual Yield % from dividends | 1.69 | 1.11 | 152% |
| Returns for 1 year | -3.14 | -12.01 | 26% |
| Returns for 3 years | 17.48 | -2.33 | -749% |
| Returns for 5 years | 60.60 | 14.37 | 422% |
| Returns for 10 years | 53.59 | -5.39 | -993% |
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