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DFSVX vs PSTWX
DFSVX vs PSTWX Comparison
Open Charts DFSVX vs PSTWX
DFA US Small Cap Value I
Price$51.77
Change+$0.06 (+0.12%)
VolumeN/A
CapitalizationN/A
Principal SmallCap Value II R4
Price$13.00
Change+$0.05 (+0.39%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PSTWX Comparison Chart
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DFSVX vs. PSTWX commentary
Nov 10, 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 PSTWX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.7B vs. PSTWX (1.21B). DFSVX pays higher dividends than PSTWX: DFSVX (1.44) vs PSTWX (0.79). DFSVX was incepted earlier than PSTWX: DFSVX (32 years) vs PSTWX (20 years). PSTWX is a more actively managed with annual turnover of: 65.20 vs. DFSVX (25.00). DFSVX (0) and PSTWX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 35.01 vs. PSTWX (30.33). DFSVX return over 5 years is better than : 58.72 vs. PSTWX (27.52).
| DFSVX | PSTWX | DFSVX / PSTWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 16.521 | 11.492 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7B | 1.21B | 1,458% |
| Annual Yield % from dividends | 1.44 | 0.79 | 181% |
| Returns for 1 year | 35.01 | 30.33 | 115% |
| Returns for 3 years | 9.12 | -10.96 | -83% |
| Returns for 5 years | 58.72 | 27.52 | 213% |
| Returns for 10 years | 50.00 | -3.30 | -1,514% |
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