DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
PZVSX
Price
$13.35
Change
+$0.13 (+0.98%)
Updated
Jul 3 closing price
Net Assets
48.04M
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DFSVX vs PZVSX

Header iconDFSVX vs PZVSX Comparison
Open Charts DFSVX vs PZVSXBanner 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 Investor
Price$13.35
Change+$0.13 (+0.98%)
VolumeN/A
Net Assets48.04M
DFSVX vs PZVSX Comparison Chart in %
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DFSVX vs. PZVSX 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 PZVSX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PZVSX (48M). DFSVX pays higher dividends than PZVSX: DFSVX (1.67) vs PZVSX (1.43). DFSVX was incepted earlier than PZVSX: DFSVX (32 years) vs PZVSX (9 years). PZVSX (1.81) is less costly to investors than DFSVX (0.31). PZVSX is a more actively managed with annual turnover of: 25.00 vs. DFSVX (12.00). 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 : 9.45 vs. PZVSX (-4.76). DFSVX return over 5 years is better than : 105.30 vs. PZVSX (68.62).
DFSVXPZVSXDFSVX / PZVSX
Total Expense Ratio0.311.3523%
Annual Report Gross Expense Ratio0.311.8117%
Fund Existence32 years9 years-
Gain YTD1.067-3.888-27%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B48M33,542%
Annual Yield % from dividends1.671.43117%
Returns for 1 year9.45-4.76-198%
Returns for 3 years32.848.08406%
Returns for 5 years105.3068.62153%
Returns for 10 years45.10N/A-
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