Interact to see
Advertisement
Advertisement
MVCAX vs PZVMX
MVCAX vs PZVMX Comparison
Open Charts MVCAX vs PZVMX
Pzena Mid Cap Value Investor
Price$11.63
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets108.82M
MVCAX vs PZVMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MVCAX vs. PZVMX commentary
May 25, 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 Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.5B vs. PZVMX (109M). PZVMX pays higher dividends than MVCAX: PZVMX (1.14) vs MVCAX (0.93). 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 : -6.39 vs. PZVMX (-19.16). MVCAX return over 5 years is better than : 58.71 vs. PZVMX (41.65).
| 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 | -3.325 | -4.750 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 109M | 15,138% |
| Annual Yield % from dividends | 0.93 | 1.14 | 81% |
| Returns for 1 year | -6.39 | -19.16 | 33% |
| Returns for 3 years | 6.17 | -22.62 | -27% |
| Returns for 5 years | 58.71 | 41.65 | 141% |
| Returns for 10 years | 52.08 | 15.32 | 340% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XSVM | 49.22 | -0.21 | -0.42% |
| Invesco S&P SmallCap Value with Momt ETF | |||
| IQSM | 31.17 | -0.16 | -0.51% |
| NYLI Candriam U.S. Mid Cap Equity ETF | |||
| CVMC | 58.17 | -0.36 | -0.61% |
| Calvert US Mid-Cp Cor Rspnb ETF | |||
| TDIV | 79.78 | -0.99 | -1.23% |
| First Trust NASDAQ Technology Div ETF | |||
| KROP | 10.58 | -0.16 | -1.53% |
| Global X AgTech & Food Innovation ETF | |||