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DFSVX vs PLARX
DFSVX vs PLARX Comparison
Open Charts DFSVX vs PLARX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R5
Price$12.54
Change-$0.16 (-1.26%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PLARX Comparison Chart
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DFSVX vs. PLARX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. PLARX (1.18B). DFSVX pays higher dividends than PLARX: DFSVX (1.44) vs PLARX (0.82). DFSVX was incepted earlier than PLARX: DFSVX (32 years) vs PLARX (20 years). PLARX is a more actively managed with annual turnover of: 65.20 vs. DFSVX (25.00). DFSVX (0) and PLARX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. PLARX (15.44). DFSVX return over 5 years is better than : 53.86 vs. PLARX (24.17).
| DFSVX | PLARX | DFSVX / PLARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 7.846 | 4.886 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.18B | 1,416% |
| Annual Yield % from dividends | 1.44 | 0.82 | 176% |
| Returns for 1 year | 19.84 | 15.44 | 128% |
| Returns for 3 years | 13.38 | -6.09 | -220% |
| Returns for 5 years | 53.86 | 24.17 | 223% |
| Returns for 10 years | 39.64 | -5.64 | -703% |
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