Ad is loading...
DFFVX vs PZVSX
DFFVX vs PZVSX Comparison
Open Charts DFFVX vs PZVSX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
Pzena Small Cap Value Investor
Price$11.40
Change-$1.06 (-8.51%)
VolumeN/A
Net Assets56.63M
DFFVX vs PZVSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. PZVSX commentary
Apr 04, 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 Hold and PZVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. PZVSX (56.6M). 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 : 0.60 vs. PZVSX (-15.85). DFFVX return over 5 years is better than : 165.27 vs. PZVSX (110.88).
| 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 | -5.436 | -10.295 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 56.6M | 22,261% |
| Annual Yield % from dividends | 1.63 | 1.46 | 112% |
| Returns for 1 year | 0.60 | -15.85 | -4% |
| Returns for 3 years | 11.44 | -10.35 | -110% |
| Returns for 5 years | 165.27 | 110.88 | 149% |
| Returns for 10 years | 48.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...