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MVCAX vs PZIMX
MVCAX vs PZIMX Comparison
Open Charts MVCAX vs PZIMX
Pzena Mid Cap Value Instl
Price$11.03
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets89.62M
MVCAX vs PZIMX Comparison Chart in %
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MVCAX vs. PZIMX commentary
Nov 20, 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 MVCAX is a Hold and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.4B vs. PZIMX (89.6M). PZIMX pays higher dividends than MVCAX: PZIMX (1.49) vs MVCAX (0.85). MVCAX was incepted earlier than PZIMX: MVCAX (24 years) vs PZIMX (12 years). MVCAX (1.00) and PZIMX (0.97) have similar cost to investors . PZIMX is a more actively managed with annual turnover of: 35.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than PZIMX: MVCAX (1000) vs PZIMX (1000000). MVCAX annual gain was more profitable for investors over the last year : -10.74 vs. PZIMX (-25.10). MVCAX return over 5 years is better than : 32.02 vs. PZIMX (-7.31).
| MVCAX | PZIMX | MVCAX / PZIMX | |
| Total Expense Ratio | 0.99 | 0.90 | 110% |
| Annual Report Gross Expense Ratio | 1.00 | 0.97 | 103% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 1.825 | -8.180 | -22% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 89.6M | 18,304% |
| Annual Yield % from dividends | 0.85 | 1.49 | 57% |
| Returns for 1 year | -10.74 | -25.10 | 43% |
| Returns for 3 years | 9.71 | -25.57 | -38% |
| Returns for 5 years | 32.02 | -7.31 | -438% |
| Returns for 10 years | 66.32 | 16.66 | 398% |
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