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DFSVX vs PZVSX
DFSVX vs PZVSX Comparison
Open Charts DFSVX vs PZVSX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.85B
Pzena Small Cap Value Investor
Price$14.38
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets46.87M
DFSVX vs PZVSX Comparison Chart in %
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DFSVX vs. PZVSX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. PZVSX (46.9M). DFSVX pays higher dividends than PZVSX: DFSVX (1.52) vs PZVSX (1.27). DFSVX was incepted earlier than PZVSX: DFSVX (33 years) vs PZVSX (9 years). PZVSX (1.74) is less costly to investors than DFSVX (0.31). PZVSX is a more actively managed with annual turnover of: 30.00 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 : 11.40 vs. PZVSX (-1.57). DFSVX return over 5 years is better than : 94.21 vs. PZVSX (63.06).
| DFSVX | PZVSX | DFSVX / PZVSX | |
| Total Expense Ratio | 0.31 | 1.35 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.74 | 18% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 6.765 | 3.528 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 46.9M | 35,821% |
| Annual Yield % from dividends | 1.52 | 1.27 | 120% |
| Returns for 1 year | 11.40 | -1.57 | -725% |
| Returns for 3 years | 35.36 | 16.24 | 218% |
| Returns for 5 years | 94.21 | 63.06 | 149% |
| Returns for 10 years | 64.86 | N/A | - |
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