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DFSVX vs PZVSX
DFSVX vs PZVSX Comparison
Open Charts DFSVX vs PZVSX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Pzena Small Cap Value Investor
Price$14.40
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets64.46M
DFSVX vs PZVSX Comparison Chart
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DFSVX vs. PZVSX commentary
Jan 31, 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 StrongBuy and PZVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. PZVSX (64.5M). 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 : 17.34 vs. PZVSX (3.84). DFSVX return over 5 years is better than : 64.95 vs. PZVSX (35.04).
| DFSVX | PZVSX | DFSVX / PZVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 4.082 | 3.168 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 64.5M | 26,202% |
| Annual Yield % from dividends | 1.44 | 0.12 | 1,193% |
| Returns for 1 year | 17.34 | 3.84 | 452% |
| Returns for 3 years | 23.52 | 1.80 | 1,307% |
| Returns for 5 years | 64.95 | 35.04 | 185% |
| Returns for 10 years | 57.14 | N/A | - |
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