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PZIIX vs QUSIX
PZIIX vs QUSIX Comparison
Open Charts PZIIX vs QUSIX
Pzena International Small Cap Value Ins
Price$10.73
Change-$0.21 (-1.92%)
VolumeN/A
Net Assets119.7M
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$15.74
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets784.19M
PZIIX vs QUSIX Comparison Chart
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PZIIX vs. QUSIX commentary
Apr 05, 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 PZIIX is a Hold and QUSIX is a Buy.
FUNDAMENTALS
Fundamentals
QUSIX has more cash in the bank: 784M vs. PZIIX (120M). PZIIX pays higher dividends than QUSIX: PZIIX (3.46) vs QUSIX (3.12). PZIIX was incepted earlier than QUSIX: PZIIX (7 years) vs QUSIX (17 years). PZIIX (2.05) is less costly to investors than QUSIX (1.27). PZIIX is a more actively managed with annual turnover of: 43.00 vs. QUSIX (21.00). PZIIX (1000000) and QUSIX (1000000) have matching initial minimum investment requirements. QUSIX annual gain was more profitable for investors over the last year : 1.87 vs. PZIIX (-2.52). PZIIX return over 5 years is better than : 135.82 vs. QUSIX (92.62).
| PZIIX | QUSIX | PZIIX / QUSIX | |
| Total Expense Ratio | 1.04 | 1.05 | 99% |
| Annual Report Gross Expense Ratio | 2.05 | 1.27 | 161% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 2.723 | 6.179 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 784M | 15% |
| Annual Yield % from dividends | 3.46 | 3.12 | 111% |
| Returns for 1 year | -2.52 | 1.87 | -135% |
| Returns for 3 years | 16.54 | 10.86 | 152% |
| Returns for 5 years | 135.82 | 92.62 | 147% |
| Returns for 10 years | N/A | 48.30 | - |
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