Interact to see
Advertisement
Advertisement
DFSVX vs PZVSX
DFSVX vs PZVSX Comparison
Open Charts DFSVX vs PZVSX
DFA US Small Cap Value I
Price$47.02
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets15.54B
Pzena Small Cap Value Investor
Price$12.95
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets43.28M
DFSVX vs PZVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. PZVSX commentary
Aug 08, 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 PZVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. PZVSX (43.3M). DFSVX pays higher dividends than PZVSX: DFSVX (1.64) vs PZVSX (1.41). DFSVX was incepted earlier than PZVSX: DFSVX (32 years) vs PZVSX (9 years). PZVSX (1.74) is less costly to investors than DFSVX (0.31). PZVSX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PZVSX: DFSVX (0) vs PZVSX (5000). DFSVX annual gain was more profitable for investors over the last year : 5.03 vs. PZVSX (-9.26). DFSVX return over 5 years is better than : 77.68 vs. PZVSX (46.33).
| DFSVX | PZVSX | DFSVX / PZVSX | |
| Total Expense Ratio | 0.31 | 1.35 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.74 | 18% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -2.219 | -7.199 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 43.3M | 35,797% |
| Annual Yield % from dividends | 1.64 | 1.41 | 117% |
| Returns for 1 year | 5.03 | -9.26 | -54% |
| Returns for 3 years | 18.40 | -2.42 | -761% |
| Returns for 5 years | 77.68 | 46.33 | 168% |
| Returns for 10 years | 47.02 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FIDI | 23.75 | 0.18 | +0.77% |
| Fidelity International High Div ETF | |||
| TPMN | 24.34 | N/A | N/A |
| Timothy Plan Market Neutral ETF | |||
| EVLU | 27.78 | N/A | N/A |
| iShares MSCI Emerging Mkts Val Fac ETF | |||
| CMDT | 25.93 | -0.03 | -0.13% |
| PIMCO Commodity Strategy Act Exc-Trd Fd | |||
| SGOL | 32.16 | -0.06 | -0.19% |
| abrdn Physical Gold Shares ETF | |||