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MVCAX vs PZVMX
MVCAX vs PZVMX Comparison
Open Charts MVCAX vs PZVMX
Pzena Mid Cap Value Investor
Price$15.06
Change-$0.12 (-0.79%)
VolumeN/A
CapitalizationN/A
MVCAX vs PZVMX Comparison Chart
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MVCAX vs. PZVMX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. PZVMX (150M). MVCAX pays higher dividends than PZVMX: MVCAX (1.16) vs PZVMX (0.90). MVCAX was incepted earlier than PZVMX: MVCAX (23 years) vs PZVMX (11 years). PZVMX is a more actively managed with annual turnover of: 35.00 vs. MVCAX (19.00). 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 : 26.84 vs. PZVMX (9.24). MVCAX return over 5 years is better than : 49.25 vs. PZVMX (25.34).
| MVCAX | PZVMX | MVCAX / PZVMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 17.801 | 4.583 | 388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 150M | 11,933% |
| Annual Yield % from dividends | 1.16 | 0.90 | 129% |
| Returns for 1 year | 26.84 | 9.24 | 290% |
| Returns for 3 years | 8.55 | -12.75 | -67% |
| Returns for 5 years | 49.25 | 25.34 | 194% |
| Returns for 10 years | 78.64 | 52.34 | 150% |
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