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DFSVX vs PSMVX
DFSVX vs PSMVX Comparison
Open Charts DFSVX vs PSMVX
DFA US Small Cap Value I
Price$47.02
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets15.54B
Principal SmallCap Value II R6
Price$11.26
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets1.1B
DFSVX vs PSMVX Comparison Chart in %
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DFSVX vs. PSMVX commentary
Aug 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. PSMVX (1.1B). DFSVX pays higher dividends than PSMVX: DFSVX (1.64) vs PSMVX (1.32). DFSVX was incepted earlier than PSMVX: DFSVX (32 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 : 5.03 vs. PSMVX (-5.81). DFSVX return over 5 years is better than : 77.68 vs. PSMVX (29.72).
| DFSVX | PSMVX | DFSVX / PSMVX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -2.219 | -1.654 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.1B | 1,410% |
| Annual Yield % from dividends | 1.64 | 1.32 | 124% |
| Returns for 1 year | 5.03 | -5.81 | -87% |
| Returns for 3 years | 18.40 | -3.63 | -507% |
| Returns for 5 years | 77.68 | 29.72 | 261% |
| Returns for 10 years | 47.02 | -6.88 | -684% |
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