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DFSVX vs PZISX
DFSVX vs PZISX Comparison
Open Charts DFSVX vs PZISX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Pzena Small Cap Value Institutional
Price$14.53
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets64.46M
DFSVX vs PZISX Comparison Chart
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DFSVX vs. PZISX commentary
Jan 31, 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 StrongBuy and PZISX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. PZISX (64.5M). DFSVX pays higher dividends than PZISX: DFSVX (1.44) vs PZISX (0.16). DFSVX was incepted earlier than PZISX: DFSVX (32 years) vs PZISX (9 years). PZISX is a more actively managed with annual turnover of: 28.00 vs. DFSVX (25.00). 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 : 17.34 vs. PZISX (4.26). DFSVX return over 5 years is better than : 64.95 vs. PZISX (36.80).
| DFSVX | PZISX | DFSVX / PZISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 4.082 | 3.212 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 64.5M | 26,202% |
| Annual Yield % from dividends | 1.44 | 0.16 | 904% |
| Returns for 1 year | 17.34 | 4.26 | 408% |
| Returns for 3 years | 23.52 | 2.56 | 920% |
| Returns for 5 years | 64.95 | 36.80 | 176% |
| Returns for 10 years | 57.14 | N/A | - |
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