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DFSVX vs PZISX
DFSVX vs PZISX Comparison
Open Charts DFSVX vs PZISX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Pzena Small Cap Value Institutional
Price$13.43
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets45.52M
DFSVX vs PZISX Comparison Chart in %
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DFSVX vs. PZISX commentary
Jul 28, 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 PZISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. PZISX (45.5M). PZISX (1.74) and DFSVX (1.67) have matching dividends . DFSVX was incepted earlier than PZISX: DFSVX (32 years) vs PZISX (9 years). PZISX (1.39) is less costly to investors than DFSVX (0.31). PZISX is a more actively managed with annual turnover of: 30.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PZISX: DFSVX (0) vs PZISX (1000000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. PZISX (-12.66). DFSVX return over 5 years is better than : 94.25 vs. PZISX (61.57).
| DFSVX | PZISX | DFSVX / PZISX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.39 | 22% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 0.901 | -4.140 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 45.5M | 35,165% |
| Annual Yield % from dividends | 1.67 | 1.74 | 96% |
| Returns for 1 year | 0.60 | -12.66 | -5% |
| Returns for 3 years | 27.09 | 4.34 | 624% |
| Returns for 5 years | 94.25 | 61.57 | 153% |
| Returns for 10 years | 50.73 | N/A | - |
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