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DFFVX vs PZVSX
DFFVX vs PZVSX Comparison
Open Charts DFFVX vs PZVSX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
Pzena Small Cap Value Investor
Price$12.44
Change+$0.14 (+1.14%)
VolumeN/A
Net Assets43.99M
DFFVX vs PZVSX Comparison Chart
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DFFVX vs. PZVSX commentary
Jun 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 DFFVX is a Buy and PZVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. PZVSX (44M). DFFVX pays higher dividends than PZVSX: DFFVX (1.62) 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 : 3.08 vs. PZVSX (-15.24). DFFVX return over 5 years is better than : 79.52 vs. PZVSX (33.54).
| 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 | -4.530 | -11.447 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 44M | 28,409% |
| Annual Yield % from dividends | 1.62 | 1.46 | 111% |
| Returns for 1 year | 3.08 | -15.24 | -20% |
| Returns for 3 years | 11.76 | -13.47 | -87% |
| Returns for 5 years | 79.52 | 33.54 | 237% |
| Returns for 10 years | 50.14 | N/A | - |
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