Interact to see
Advertisement
Advertisement
DFFVX vs PZVSX
DFFVX vs PZVSX Comparison
Open Charts DFFVX vs PZVSX
DFA US Targeted Value I
Price$34.42
Change+$0.42 (+1.24%)
VolumeN/A
Net Assets13.03B
Pzena Small Cap Value Investor
Price$13.08
Change+$0.14 (+1.08%)
VolumeN/A
Net Assets46.66M
DFFVX vs PZVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. PZVSX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13B vs. PZVSX (46.7M). DFFVX pays higher dividends than PZVSX: DFFVX (1.63) vs PZVSX (1.43). DFFVX was incepted earlier than PZVSX: DFFVX (25 years) vs PZVSX (9 years). PZVSX (1.74) is less costly to investors than DFFVX (0.30). PZVSX is a more actively managed with annual turnover of: 30.00 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 : 1.83 vs. PZVSX (-15.65). DFFVX return over 5 years is better than : 105.89 vs. PZVSX (56.10).
| DFFVX | PZVSX | DFFVX / PZVSX | |
| Total Expense Ratio | 0.29 | 1.35 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.74 | 17% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 1.068 | -6.839 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 46.7M | 27,837% |
| Annual Yield % from dividends | 1.63 | 1.43 | 114% |
| Returns for 1 year | 1.83 | -15.65 | -12% |
| Returns for 3 years | 35.97 | 6.12 | 588% |
| Returns for 5 years | 105.89 | 56.10 | 189% |
| Returns for 10 years | 62.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement