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MVCAX vs PZIMX
MVCAX vs PZIMX Comparison
Open Charts MVCAX vs PZIMX
Pzena Mid Cap Value Instl
Price$11.65
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets101.7M
MVCAX vs PZIMX Comparison Chart in %
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MVCAX vs. PZIMX commentary
Aug 08, 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 Buy and PZIMX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. PZIMX (102M). PZIMX pays higher dividends than MVCAX: PZIMX (1.48) vs MVCAX (0.86). MVCAX was incepted earlier than PZIMX: MVCAX (24 years) vs PZIMX (11 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 : -0.91 vs. PZIMX (-16.78). MVCAX return over 5 years is better than : 46.66 vs. PZIMX (21.96).
| 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 | 11 years | - |
| Gain YTD | 1.662 | -2.504 | -66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 102M | 16,569% |
| Annual Yield % from dividends | 0.86 | 1.48 | 58% |
| Returns for 1 year | -0.91 | -16.78 | 5% |
| Returns for 3 years | 10.30 | -18.34 | -56% |
| Returns for 5 years | 46.66 | 21.96 | 213% |
| Returns for 10 years | 60.93 | 21.50 | 283% |
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