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DFSVX vs PZISX
DFSVX vs PZISX Comparison
Open Charts DFSVX vs PZISX
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.34B
Pzena Small Cap Value Institutional
Price$10.99
Change+$0.19 (+1.76%)
VolumeN/A
Net Assets45.88M
DFSVX vs PZISX Comparison Chart
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DFSVX vs. PZISX commentary
Apr 18, 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: 13.3B vs. PZISX (45.9M). 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 : -5.30 vs. PZISX (-21.74). DFSVX return over 5 years is better than : 92.30 vs. PZISX (58.97).
| 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 | -16.002 | -22.912 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 45.9M | 28,976% |
| Annual Yield % from dividends | 1.65 | 1.78 | 93% |
| Returns for 1 year | -5.30 | -21.74 | 24% |
| Returns for 3 years | -1.94 | -21.03 | 9% |
| Returns for 5 years | 92.30 | 58.97 | 157% |
| Returns for 10 years | 18.26 | N/A | - |
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