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DFSVX vs PPVIX
DFSVX vs PPVIX Comparison
Open Charts DFSVX vs PPVIX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Principal SmallCap Value II Instl
Price$11.85
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.09B
DFSVX vs PPVIX Comparison Chart in %
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DFSVX vs. PPVIX commentary
Oct 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 Buy and PPVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. PPVIX (1.09B). DFSVX pays higher dividends than PPVIX: DFSVX (1.66) vs PPVIX (1.23). DFSVX was incepted earlier than PPVIX: DFSVX (33 years) vs PPVIX (21 years). PPVIX (1.02) is less costly to investors than DFSVX (0.31). PPVIX is a more actively managed with annual turnover of: 73.90 vs. DFSVX (12.00). DFSVX (0) and PPVIX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.38 vs. PPVIX (-8.85). DFSVX return over 5 years is better than : 80.47 vs. PPVIX (30.94).
| DFSVX | PPVIX | DFSVX / PPVIX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.02 | 30% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 2.475 | 2.872 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.09B | 1,457% |
| Annual Yield % from dividends | 1.66 | 1.23 | 136% |
| Returns for 1 year | 0.38 | -8.85 | -4% |
| Returns for 3 years | 28.43 | 7.32 | 388% |
| Returns for 5 years | 80.47 | 30.94 | 260% |
| Returns for 10 years | 55.60 | -0.21 | -26,307% |
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