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DFSVX vs PPVIX
DFSVX vs PPVIX Comparison
Open Charts DFSVX vs PPVIX
DFA US Small Cap Value I
Price$50.27
Change-$0.42 (-0.83%)
VolumeN/A
Net Assets16.56B
Principal SmallCap Value II Instl
Price$11.95
Change-$0.08 (-0.67%)
VolumeN/A
Net Assets1.12B
DFSVX vs PPVIX Comparison Chart in %
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DFSVX vs. PPVIX commentary
Sep 26, 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: 16.6B vs. PPVIX (1.12B). DFSVX pays higher dividends than PPVIX: DFSVX (1.52) vs PPVIX (1.22). 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 : 7.73 vs. PPVIX (-3.94). DFSVX return over 5 years is better than : 107.90 vs. PPVIX (48.37).
| 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 | 5.413 | 4.700 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.12B | 1,477% |
| Annual Yield % from dividends | 1.52 | 1.22 | 125% |
| Returns for 1 year | 7.73 | -3.94 | -196% |
| Returns for 3 years | 43.68 | 16.97 | 257% |
| Returns for 5 years | 107.90 | 48.37 | 223% |
| Returns for 10 years | 72.46 | 7.88 | 920% |
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