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DFSVX vs PPVIX
DFSVX vs PPVIX Comparison
Open Charts DFSVX vs PPVIX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
Principal SmallCap Value II Instl
Price$11.71
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.07B
DFSVX vs PPVIX Comparison Chart in %
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DFSVX vs. PPVIX commentary
Nov 20, 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 PPVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. PPVIX (1.07B). DFSVX pays higher dividends than PPVIX: DFSVX (1.69) 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 : -3.00 vs. PPVIX (-10.96). DFSVX return over 5 years is better than : 61.32 vs. PPVIX (17.37).
| 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 | 1.159 | 2.089 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 1.07B | 1,467% |
| Annual Yield % from dividends | 1.69 | 1.23 | 138% |
| Returns for 1 year | -3.00 | -10.96 | 27% |
| Returns for 3 years | 17.38 | -0.85 | -2,055% |
| Returns for 5 years | 61.32 | 17.37 | 353% |
| Returns for 10 years | 53.46 | -1.28 | -4,178% |
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