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DFSVX vs PLARX
DFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARX
DFA US Small Cap Value I
Price$49.83
Change-$0.59 (-1.17%)
VolumeN/A
Net Assets16.39B
Principal SmallCap Value II R5
Price$11.64
Change-$0.13 (-1.10%)
VolumeN/A
Net Assets1.12B
DFSVX vs PLARX Comparison Chart in %
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DFSVX vs. PLARX commentary
Oct 11, 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: 16.4B vs. PLARX (1.12B). DFSVX pays higher dividends than PLARX: DFSVX (1.66) 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 : 5.77 vs. PLARX (-3.79). DFSVX return over 5 years is better than : 83.25 vs. PLARX (31.77).
| 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 | 4.126 | 5.466 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 1.12B | 1,460% |
| Annual Yield % from dividends | 1.66 | 1.11 | 149% |
| Returns for 1 year | 5.77 | -3.79 | -152% |
| Returns for 3 years | 36.54 | 13.07 | 279% |
| Returns for 5 years | 83.25 | 31.77 | 262% |
| Returns for 10 years | 57.87 | -1.56 | -3,718% |
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