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MVCAX vs PZVMX
MVCAX vs PZVMX Comparison
Open Charts MVCAX vs PZVMX
Pzena Mid Cap Value Investor
Price$11.09
Change+$0.92 (+9.05%)
VolumeN/A
Net Assets113.23M
MVCAX vs PZVMX Comparison Chart
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MVCAX vs. PZVMX commentary
Apr 10, 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 PZVMX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 14.6B vs. PZVMX (113M). PZVMX pays higher dividends than MVCAX: PZVMX (1.09) vs MVCAX (0.90). 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 : -16.05 vs. PZVMX (-29.88). MVCAX return over 5 years is better than : 46.24 vs. PZVMX (28.63).
| 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 | -13.168 | -14.824 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 113M | 12,920% |
| Annual Yield % from dividends | 0.90 | 1.09 | 83% |
| Returns for 1 year | -16.05 | -29.88 | 54% |
| Returns for 3 years | -10.65 | -33.24 | 32% |
| Returns for 5 years | 46.24 | 28.63 | 162% |
| Returns for 10 years | 36.14 | 3.71 | 974% |
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