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DFSVX vs PZVSX
DFSVX vs PZVSX Comparison
Open Charts DFSVX vs PZVSX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Pzena Small Cap Value Investor
Price$13.30
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets45.52M
DFSVX vs PZVSX Comparison Chart in %
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DFSVX vs. PZVSX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. PZVSX (45.5M). 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 (1.74) 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 : 0.60 vs. PZVSX (-12.91). DFSVX return over 5 years is better than : 94.25 vs. PZVSX (59.69).
| DFSVX | PZVSX | DFSVX / PZVSX | |
| Total Expense Ratio | 0.31 | 1.35 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.74 | 18% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 0.901 | -4.248 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 45.5M | 35,165% |
| Annual Yield % from dividends | 1.67 | 1.43 | 117% |
| Returns for 1 year | 0.60 | -12.91 | -5% |
| Returns for 3 years | 27.09 | 3.71 | 731% |
| Returns for 5 years | 94.25 | 59.69 | 158% |
| Returns for 10 years | 50.73 | N/A | - |
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