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DFFVX vs PZVSX
DFFVX vs PZVSX Comparison
Open Charts DFFVX vs PZVSX
DFA US Targeted Value I
Price$30.36
Change+$0.58 (+1.95%)
VolumeN/A
Net Assets11.69B
Pzena Small Cap Value Investor
Price$11.46
Change+$0.30 (+2.69%)
VolumeN/A
Net Assets48.21M
DFFVX vs PZVSX Comparison Chart
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DFFVX vs. PZVSX commentary
Apr 25, 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 DFFVX is a Buy and PZVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.7B vs. PZVSX (48.2M). DFFVX pays higher dividends than PZVSX: DFFVX (1.63) vs PZVSX (1.46). DFFVX was incepted earlier than PZVSX: DFFVX (25 years) vs PZVSX (9 years). PZVSX (1.81) is less costly to investors than DFFVX (0.30). PZVSX is a more actively managed with annual turnover of: 25.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than PZVSX: DFFVX (0) vs PZVSX (5000). DFFVX annual gain was more profitable for investors over the last year : -3.09 vs. PZVSX (-21.38). DFFVX return over 5 years is better than : 114.69 vs. PZVSX (65.54).
| DFFVX | PZVSX | DFFVX / PZVSX | |
| Total Expense Ratio | 0.29 | 1.35 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.81 | 17% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -11.280 | -19.654 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 48.2M | 24,274% |
| Annual Yield % from dividends | 1.63 | 1.46 | 112% |
| Returns for 1 year | -3.09 | -21.38 | 14% |
| Returns for 3 years | 7.89 | -17.42 | -45% |
| Returns for 5 years | 114.69 | 65.54 | 175% |
| Returns for 10 years | 39.79 | N/A | - |
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