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DFSVX vs PZISX
DFSVX vs PZISX Comparison
Open Charts DFSVX vs PZISX
DFA US Small Cap Value I
Price$47.30
Change+$0.36 (+0.77%)
VolumeN/A
Net Assets15.73B
Pzena Small Cap Value Institutional
Price$13.14
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets60.55M
DFSVX vs PZISX Comparison Chart
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DFSVX vs. PZISX commentary
Mar 04, 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: 15.7B vs. PZISX (60.5M). 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 : 7.15 vs. PZISX (-9.07). DFSVX return over 5 years is better than : 73.21 vs. PZISX (40.63).
| 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 | -2.494 | -6.210 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 60.5M | 25,950% |
| Annual Yield % from dividends | 1.44 | 0.16 | 904% |
| Returns for 1 year | 7.15 | -9.07 | -79% |
| Returns for 3 years | 16.04 | -2.95 | -544% |
| Returns for 5 years | 73.21 | 40.63 | 180% |
| Returns for 10 years | 40.78 | N/A | - |
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