DFSVX
Price
$48.99
Change
+$0.46 (+0.95%)
Updated
Jul 10 closing price
Net Assets
16.18B
PZISX
Price
$13.57
Change
+$0.07 (+0.52%)
Updated
Jul 10 closing price
Net Assets
48.1M
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DFSVX vs PZISX

Header iconDFSVX vs PZISX Comparison
Open Charts DFSVX vs PZISXBanner chart's image
DFA US Small Cap Value I
Price$48.99
Change+$0.46 (+0.95%)
VolumeN/A
Net Assets16.18B
Pzena Small Cap Value Institutional
Price$13.57
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets48.1M
DFSVX vs PZISX Comparison Chart in %
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DFSVX vs. PZISX commentary
Jul 11, 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 Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. PZISX (48.1M). PZISX (1.74) and DFSVX (1.67) have matching dividends . 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: 30.00 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 : 10.47 vs. PZISX (-3.15). DFSVX return over 5 years is better than : 108.11 vs. PZISX (72.09).
DFSVXPZISXDFSVX / PZISX
Total Expense Ratio0.311.0031%
Annual Report Gross Expense Ratio0.311.4621%
Fund Existence32 years9 years-
Gain YTD1.878-3.640-52%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.2B48.1M33,680%
Annual Yield % from dividends1.671.7496%
Returns for 1 year10.47-3.15-333%
Returns for 3 years35.6210.54338%
Returns for 5 years108.1172.09150%
Returns for 10 years45.28N/A-
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