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MVCAX vs PZVMX
MVCAX vs PZVMX Comparison
Open Charts MVCAX vs PZVMX
Pzena Mid Cap Value Investor
Price$14.32
Change-$0.45 (-3.05%)
VolumeN/A
CapitalizationN/A
MVCAX vs PZVMX Comparison Chart
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MVCAX vs. PZVMX commentary
Dec 19, 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 Hold and PZVMX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. PZVMX (144M). 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 : 7.20 vs. PZVMX (-0.49). MVCAX return over 5 years is better than : 32.46 vs. PZVMX (14.82).
| 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 | 5.872 | -0.556 | -1,057% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 144M | 12,153% |
| Annual Yield % from dividends | 1.16 | 0.90 | 129% |
| Returns for 1 year | 7.20 | -0.49 | -1,481% |
| Returns for 3 years | 5.74 | -4.55 | -126% |
| Returns for 5 years | 32.46 | 14.82 | 219% |
| Returns for 10 years | 68.25 | 47.17 | 145% |
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