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DFSVX vs PZVSX
DFSVX vs PZVSX Comparison
Open Charts DFSVX vs PZVSX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Pzena Small Cap Value Investor
Price$11.40
Change-$1.06 (-8.51%)
VolumeN/A
Net Assets56.63M
DFSVX vs PZVSX Comparison Chart
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DFSVX vs. PZVSX commentary
Apr 04, 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 PZVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. PZVSX (56.6M). 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 : -0.75 vs. PZVSX (-15.85). DFSVX return over 5 years is better than : 148.44 vs. PZVSX (110.88).
| 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 | -6.586 | -10.295 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 56.6M | 26,502% |
| Annual Yield % from dividends | 1.65 | 1.46 | 113% |
| Returns for 1 year | -0.75 | -15.85 | 5% |
| Returns for 3 years | 7.99 | -10.35 | -77% |
| Returns for 5 years | 148.44 | 110.88 | 134% |
| Returns for 10 years | 31.44 | N/A | - |
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