DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
PZISX
Price
$13.49
Change
+$0.14 (+1.05%)
Updated
Jul 3 closing price
Net Assets
48.04M
Interact to see
Advertisement

DFSVX vs PZISX

Header iconDFSVX vs PZISX Comparison
Open Charts DFSVX vs PZISXBanner chart's image
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Pzena Small Cap Value Institutional
Price$13.49
Change+$0.14 (+1.05%)
VolumeN/A
Net Assets48.04M
DFSVX vs PZISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DFSVX vs. PZISX commentary
Jul 07, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PZISX (48M). PZISX (1.74) and DFSVX (1.67) have matching dividends . DFSVX was incepted earlier than PZISX: DFSVX (32 years) vs PZISX (9 years). PZISX (1.46) is less costly to investors than DFSVX (0.31). PZISX is a more actively managed with annual turnover of: 25.00 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 : 9.45 vs. PZISX (-4.37). DFSVX return over 5 years is better than : 105.30 vs. PZISX (70.69).
DFSVXPZISXDFSVX / PZISX
Total Expense Ratio0.311.0031%
Annual Report Gross Expense Ratio0.311.4621%
Fund Existence32 years9 years-
Gain YTD1.067-3.712-29%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B48M33,542%
Annual Yield % from dividends1.671.7496%
Returns for 1 year9.45-4.37-216%
Returns for 3 years32.846.89476%
Returns for 5 years105.3070.69149%
Returns for 10 years45.10N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
HPI16.230.28
+1.76%
John Hancock Preferred Income Fund
CANQ28.920.28
+0.99%
Calamos Nasdaq® Equity & Income ETF
KMID25.460.15
+0.59%
Virtus KAR Mid-Cap ETF
CCIF6.470.02
+0.31%
Carlyle Credit Income Fund
PZA22.38-0.03
-0.13%
Invesco National AMT-Free Muni Bd ETF