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DFFVX vs PZVSX
DFFVX vs PZVSX Comparison
Open Charts DFFVX vs PZVSX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
Pzena Small Cap Value Investor
Price$13.52
Change-$0.18 (-1.31%)
VolumeN/A
Net Assets44.27M
DFFVX vs PZVSX Comparison Chart in %
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DFFVX vs. PZVSX commentary
Aug 18, 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 DFFVX is a Hold and PZVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. PZVSX (44.3M). DFFVX pays higher dividends than PZVSX: DFFVX (1.62) vs PZVSX (1.41). DFFVX was incepted earlier than PZVSX: DFFVX (26 years) vs PZVSX (9 years). PZVSX (1.74) is less costly to investors than DFFVX (0.30). PZVSX is a more actively managed with annual turnover of: 30.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than PZVSX: DFFVX (0) vs PZVSX (5000). DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. PZVSX (-7.27). DFFVX return over 5 years is better than : 91.20 vs. PZVSX (49.98).
| DFFVX | PZVSX | DFFVX / PZVSX | |
| Total Expense Ratio | 0.29 | 1.35 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.74 | 17% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 2.742 | -2.664 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 44.3M | 30,023% |
| Annual Yield % from dividends | 1.62 | 1.41 | 115% |
| Returns for 1 year | 8.01 | -7.27 | -110% |
| Returns for 3 years | 20.63 | -2.87 | -720% |
| Returns for 5 years | 91.20 | 49.98 | 182% |
| Returns for 10 years | 66.57 | N/A | - |