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DFSVX
Price
$50.89
Change
-$0.39 (-0.76%)
Updated
Nov 15 closing price
PZVSX
Price
$15.49
Change
-$0.15 (-0.96%)
Updated
Nov 15 closing price
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DFSVX vs PZVSX

Header iconDFSVX vs PZVSX Comparison
Open Charts DFSVX vs PZVSXBanner chart's image
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Pzena Small Cap Value Investor
Price$15.49
Change-$0.15 (-0.96%)
VolumeN/A
CapitalizationN/A
DFSVX vs PZVSX Comparison Chart
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VS
DFSVX vs. PZVSX commentary
Nov 18, 2024

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: 17.4B vs. PZVSX (62.3M). DFSVX pays higher dividends than PZVSX: DFSVX (1.44) vs PZVSX (0.12). DFSVX was incepted earlier than PZVSX: DFSVX (32 years) vs PZVSX (9 years). PZVSX is a more actively managed with annual turnover of: 28.00 vs. DFSVX (25.00). 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 : 26.86 vs. PZVSX (22.61). DFSVX return over 5 years is better than : 56.90 vs. PZVSX (40.97).
DFSVXPZVSXDFSVX / PZVSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years9 years-
Gain YTD14.5415.878247%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.4B62.3M27,929%
Annual Yield % from dividends1.440.121,193%
Returns for 1 year26.8622.61119%
Returns for 3 years7.132.33306%
Returns for 5 years56.9040.97139%
Returns for 10 years48.27N/A-
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