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DFSVX vs PSMVX
DFSVX vs PSMVX Comparison
Open Charts DFSVX vs PSMVX
DFA US Small Cap Value I
Price$49.19
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R6
Price$13.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PSMVX Comparison Chart
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DFSVX vs. PSMVX commentary
Sep 20, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. PSMVX (1.16B). DFSVX pays higher dividends than PSMVX: DFSVX (1.44) vs PSMVX (1.05). DFSVX was incepted earlier than PSMVX: DFSVX (32 years) vs PSMVX (10 years). PSMVX is a more actively managed with annual turnover of: 65.20 vs. DFSVX (25.00). DFSVX (0) and PSMVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. PSMVX (15.90). DFSVX return over 5 years is better than : 53.86 vs. PSMVX (26.35).
| DFSVX | PSMVX | DFSVX / PSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 7.846 | 5.094 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 1.16B | 1,411% |
| Annual Yield % from dividends | 1.44 | 1.05 | 137% |
| Returns for 1 year | 19.84 | 15.90 | 125% |
| Returns for 3 years | 13.38 | -4.85 | -276% |
| Returns for 5 years | 53.86 | 26.35 | 204% |
| Returns for 10 years | 39.64 | N/A | - |