DFSVX
Price
$51.03
Change
-$0.05 (-0.10%)
Updated
Aug 28 closing price
Net Assets
16.62B
PSMVX
Price
$12.11
Change
-$0.02 (-0.16%)
Updated
Aug 28 closing price
Net Assets
1.13B
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DFSVX vs PSMVX

Header iconDFSVX vs PSMVX Comparison
Open Charts DFSVX vs PSMVXBanner chart's image
DFA US Small Cap Value I
Price$51.03
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets16.62B
Principal SmallCap Value II R6
Price$12.11
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.13B
DFSVX vs PSMVX Comparison Chart in %
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DFSVX vs. PSMVX commentary
Aug 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. PSMVX (1.13B). DFSVX pays higher dividends than PSMVX: DFSVX (1.64) vs PSMVX (1.32). 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 : 7.49 vs. PSMVX (-4.02). DFSVX return over 5 years is better than : 90.25 vs. PSMVX (37.59).
DFSVXPSMVXDFSVX / PSMVX
Total Expense Ratio0.310.8835%
Annual Report Gross Expense Ratio0.310.9134%
Fund Existence33 years11 years-
Gain YTD6.1205.570110%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.6B1.13B1,468%
Annual Yield % from dividends1.641.32124%
Returns for 1 year7.49-4.02-186%
Returns for 3 years27.424.05676%
Returns for 5 years90.2537.59240%
Returns for 10 years63.423.181,994%
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