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DFSVX vs PZISX
DFSVX vs PZISX Comparison
Open Charts DFSVX vs PZISX
DFA US Small Cap Value I
Price$44.37
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets14.7B
Pzena Small Cap Value Institutional
Price$12.40
Change-$0.09 (-0.72%)
VolumeN/A
Net Assets43.9M
DFSVX vs PZISX Comparison Chart
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DFSVX vs. PZISX commentary
Jun 03, 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: 14.7B vs. PZISX (43.9M). PZISX pays higher dividends than DFSVX: PZISX (1.78) vs DFSVX (1.65). 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 : -3.44 vs. PZISX (-15.80). DFSVX return over 5 years is better than : 76.10 vs. PZISX (57.68).
| 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 | -8.180 | -11.492 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 43.9M | 33,485% |
| Annual Yield % from dividends | 1.65 | 1.78 | 93% |
| Returns for 1 year | -3.44 | -15.80 | 22% |
| Returns for 3 years | 7.34 | -10.75 | -68% |
| Returns for 5 years | 76.10 | 57.68 | 132% |
| Returns for 10 years | 28.88 | N/A | - |
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