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DFSVX vs PLARX
DFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARX
DFA US Small Cap Value I
Price$50.73
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets16.61B
Principal SmallCap Value II R5
Price$11.66
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.13B
DFSVX vs PLARX Comparison Chart in %
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DFSVX vs. PLARX commentary
Sep 19, 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: 16.6B vs. PLARX (1.13B). DFSVX pays higher dividends than PLARX: DFSVX (1.52) vs PLARX (1.10). 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 : 7.37 vs. PLARX (-4.98). DFSVX return over 5 years is better than : 96.11 vs. PLARX (37.92).
| 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 | 5.496 | 4.660 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.13B | 1,468% |
| Annual Yield % from dividends | 1.52 | 1.10 | 138% |
| Returns for 1 year | 7.37 | -4.98 | -148% |
| Returns for 3 years | 33.82 | 7.66 | 441% |
| Returns for 5 years | 96.11 | 37.92 | 253% |
| Returns for 10 years | 65.11 | -0.42 | -15,398% |
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