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DFSVX vs PSMVX
DFSVX vs PSMVX Comparison
Open Charts DFSVX vs PSMVX
DFA US Small Cap Value I
Price$49.87
Change+$0.83 (+1.69%)
VolumeN/A
Net Assets15.9B
Principal SmallCap Value II R6
Price$12.03
Change+$0.18 (+1.52%)
VolumeN/A
Net Assets1.09B
DFSVX vs PSMVX Comparison Chart in %
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DFSVX vs. PSMVX commentary
Oct 21, 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 PSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. PSMVX (1.09B). DFSVX pays higher dividends than PSMVX: DFSVX (1.66) vs PSMVX (1.25). DFSVX was incepted earlier than PSMVX: DFSVX (33 years) vs PSMVX (11 years). PSMVX (0.91) is less costly to investors than DFSVX (0.31). PSMVX is a more actively managed with annual turnover of: 73.90 vs. DFSVX (12.00). DFSVX (0) and PSMVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.83 vs. PSMVX (-8.59). DFSVX return over 5 years is better than : 81.85 vs. PSMVX (31.56).
| DFSVX | PSMVX | DFSVX / PSMVX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 2.475 | 3.133 | 79% |
| 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 | 1,455% |
| Annual Yield % from dividends | 1.66 | 1.25 | 133% |
| Returns for 1 year | 0.83 | -8.59 | -10% |
| Returns for 3 years | 28.52 | 7.66 | 372% |
| Returns for 5 years | 81.85 | 31.56 | 259% |
| Returns for 10 years | 55.83 | 0.33 | 17,088% |
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