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DFSVX vs PZISX
DFSVX vs PZISX Comparison
Open Charts DFSVX vs PZISX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Pzena Small Cap Value Institutional
Price$11.89
Change+$0.38 (+3.30%)
VolumeN/A
Net Assets40.52M
DFSVX vs PZISX Comparison Chart
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DFSVX vs. PZISX commentary
May 09, 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 Buy and PZISX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. PZISX (40.5M). PZISX pays higher dividends than DFSVX: PZISX (1.91) vs DFSVX (1.75). DFSVX was incepted earlier than PZISX: DFSVX (32 years) vs PZISX (9 years). PZISX (1.46) is less costly to investors than DFSVX (0.31). PZISX is a more actively managed with annual turnover of: 25.00 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 : -3.50 vs. PZISX (-21.89). DFSVX return over 5 years is better than : 92.33 vs. PZISX (51.61).
| DFSVX | PZISX | DFSVX / PZISX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.46 | 21% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -9.256 | -17.844 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 40.5M | 35,062% |
| Annual Yield % from dividends | 1.75 | 1.91 | 91% |
| Returns for 1 year | -3.50 | -21.89 | 16% |
| Returns for 3 years | 13.02 | -12.58 | -103% |
| Returns for 5 years | 92.33 | 51.61 | 179% |
| Returns for 10 years | 28.50 | N/A | - |
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