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MVCAX vs PZVMX
MVCAX vs PZVMX Comparison
Open Charts MVCAX vs PZVMX
Pzena Mid Cap Value Investor
Price$11.77
Change-$0.25 (-2.08%)
VolumeN/A
Net Assets106.18M
MVCAX vs PZVMX Comparison Chart
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MVCAX vs. PZVMX commentary
Jun 14, 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 PZVMX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. PZVMX (106M). PZVMX pays higher dividends than MVCAX: PZVMX (1.09) vs MVCAX (0.89). MVCAX was incepted earlier than PZVMX: MVCAX (24 years) vs PZVMX (11 years). PZVMX (1.34) is less costly to investors than MVCAX (1.00). PZVMX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than PZVMX: MVCAX (1000) vs PZVMX (5000). MVCAX annual gain was more profitable for investors over the last year : -4.53 vs. PZVMX (-14.81). MVCAX return over 5 years is better than : 51.98 vs. PZVMX (29.81).
| MVCAX | PZVMX | MVCAX / PZVMX | |
| Total Expense Ratio | 0.99 | 1.25 | 79% |
| Annual Report Gross Expense Ratio | 1.00 | 1.34 | 75% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -2.086 | -1.556 | 134% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 106M | 15,849% |
| Annual Yield % from dividends | 0.89 | 1.09 | 82% |
| Returns for 1 year | -4.53 | -14.81 | 31% |
| Returns for 3 years | 13.00 | -15.28 | -85% |
| Returns for 5 years | 51.98 | 29.81 | 174% |
| Returns for 10 years | 53.51 | 18.18 | 294% |
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