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DFSVX vs PPVIX
DFSVX vs PPVIX Comparison
Open Charts DFSVX vs PPVIX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Principal SmallCap Value II Instl
Price$11.61
Change-$0.12 (-1.02%)
VolumeN/A
Net Assets1.1B
DFSVX vs PPVIX Comparison Chart in %
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DFSVX vs. PPVIX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PPVIX (1.1B). DFSVX pays higher dividends than PPVIX: DFSVX (1.64) vs PPVIX (1.29). DFSVX was incepted earlier than PPVIX: DFSVX (32 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 : 5.62 vs. PPVIX (-5.96). DFSVX return over 5 years is better than : 80.15 vs. PPVIX (30.55).
| DFSVX | PPVIX | DFSVX / PPVIX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.02 | 30% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 1.483 | 1.044 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.1B | 1,468% |
| Annual Yield % from dividends | 1.64 | 1.29 | 127% |
| Returns for 1 year | 5.62 | -5.96 | -94% |
| Returns for 3 years | 16.09 | -6.03 | -267% |
| Returns for 5 years | 80.15 | 30.55 | 262% |
| Returns for 10 years | 50.63 | -5.81 | -872% |
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