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DFSVX vs PZISX
DFSVX vs PZISX Comparison
Open Charts DFSVX vs PZISX
DFA US Small Cap Value I
Price$48.45
Change+$0.30 (+0.62%)
VolumeN/A
Net Assets15.53B
Pzena Small Cap Value Institutional
Price$12.51
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets70.05M
DFSVX vs PZISX Comparison Chart in %
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DFSVX vs. PZISX commentary
Nov 19, 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 DFSVX is a Hold and PZISX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. PZISX (70M). PZISX (1.69) and DFSVX (1.69) have matching dividends . DFSVX was incepted earlier than PZISX: DFSVX (33 years) vs PZISX (10 years). PZISX (1.39) is less costly to investors than DFSVX (0.31). PZISX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PZISX: DFSVX (0) vs PZISX (1000000). DFSVX annual gain was more profitable for investors over the last year : -3.14 vs. PZISX (-19.18). DFSVX return over 5 years is better than : 60.60 vs. PZISX (20.95).
| DFSVX | PZISX | DFSVX / PZISX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.39 | 22% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 1.243 | -10.849 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 70M | 22,143% |
| Annual Yield % from dividends | 1.69 | 1.69 | 100% |
| Returns for 1 year | -3.14 | -19.18 | 16% |
| Returns for 3 years | 17.48 | -11.29 | -155% |
| Returns for 5 years | 60.60 | 20.95 | 289% |
| Returns for 10 years | 53.59 | N/A | - |
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