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DFSVX vs PZISX
DFSVX vs PZISX Comparison
Open Charts DFSVX vs PZISX
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.
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).
| 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 | 1.878 | -3.640 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 48.1M | 33,680% |
| Annual Yield % from dividends | 1.67 | 1.74 | 96% |
| Returns for 1 year | 10.47 | -3.15 | -333% |
| Returns for 3 years | 35.62 | 10.54 | 338% |
| Returns for 5 years | 108.11 | 72.09 | 150% |
| Returns for 10 years | 45.28 | N/A | - |
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