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DFSVX vs PLARX
DFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARX
DFA US Small Cap Value I
Price$48.56
Change+$1.52 (+3.23%)
VolumeN/A
Net Assets15.5B
Principal SmallCap Value II R5
Price$11.26
Change+$0.33 (+3.02%)
VolumeN/A
Net Assets1.06B
DFSVX vs PLARX Comparison Chart in %
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DFSVX vs. PLARX commentary
Aug 14, 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 PLARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. PLARX (1.06B). DFSVX pays higher dividends than PLARX: DFSVX (1.64) vs PLARX (1.17). DFSVX was incepted earlier than PLARX: DFSVX (32 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 : 8.56 vs. PLARX (-6.27). DFSVX return over 5 years is better than : 80.46 vs. PLARX (24.80).
| DFSVX | PLARX | DFSVX / PLARX | |
| Total Expense Ratio | 0.31 | 1.13 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.15 | 27% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 0.984 | -2.061 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.06B | 1,460% |
| Annual Yield % from dividends | 1.64 | 1.17 | 140% |
| Returns for 1 year | 8.56 | -6.27 | -137% |
| Returns for 3 years | 16.31 | -9.07 | -180% |
| Returns for 5 years | 80.46 | 24.80 | 324% |
| Returns for 10 years | 49.58 | -11.85 | -418% |
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