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DFSVX vs PZVSX
DFSVX vs PZVSX Comparison
Open Charts DFSVX vs PZVSX
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.
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).
| DFSVX | PZVSX | DFSVX / PZVSX | |
| Total Expense Ratio | 0.31 | 1.35 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.81 | 17% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 1.067 | -3.888 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 48M | 33,542% |
| Annual Yield % from dividends | 1.67 | 1.43 | 117% |
| Returns for 1 year | 9.45 | -4.76 | -198% |
| Returns for 3 years | 32.84 | 8.08 | 406% |
| Returns for 5 years | 105.30 | 68.62 | 153% |
| Returns for 10 years | 45.10 | N/A | - |
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