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DFSVX vs PZVSX
DFSVX vs PZVSX Comparison
Open Charts DFSVX vs PZVSX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Pzena Small Cap Value Investor
Price$11.46
Change+$0.30 (+2.69%)
VolumeN/A
Net Assets48.21M
DFSVX vs PZVSX Comparison Chart
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DFSVX vs. PZVSX commentary
Apr 25, 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: 13.9B vs. PZVSX (48.2M). DFSVX pays higher dividends than PZVSX: DFSVX (1.65) vs PZVSX (1.46). DFSVX was incepted earlier than PZVSX: DFSVX (32 years) vs PZVSX (9 years). PZVSX (1.81) is less costly to investors than DFSVX (0.31). PZVSX is a more actively managed with annual turnover of: 25.00 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 : -5.06 vs. PZVSX (-21.38). DFSVX return over 5 years is better than : 101.19 vs. PZVSX (65.54).
| DFSVX | PZVSX | DFSVX / PZVSX | |
| Total Expense Ratio | 0.31 | 1.35 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.81 | 17% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -12.795 | -19.654 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 48.2M | 28,838% |
| Annual Yield % from dividends | 1.65 | 1.46 | 113% |
| Returns for 1 year | -5.06 | -21.38 | 24% |
| Returns for 3 years | 3.93 | -17.42 | -23% |
| Returns for 5 years | 101.19 | 65.54 | 154% |
| Returns for 10 years | 23.87 | N/A | - |
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