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DFSVX vs PZISX
DFSVX vs PZISX Comparison
Open Charts DFSVX vs PZISX
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 %
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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.
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).
| DFSVX | PZISX | DFSVX / PZISX | |
| Total Expense Ratio | 0.31 | 1.00 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.46 | 21% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 1.067 | -3.712 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 48M | 33,542% |
| Annual Yield % from dividends | 1.67 | 1.74 | 96% |
| Returns for 1 year | 9.45 | -4.37 | -216% |
| Returns for 3 years | 32.84 | 6.89 | 476% |
| Returns for 5 years | 105.30 | 70.69 | 149% |
| Returns for 10 years | 45.10 | N/A | - |
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