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PZIIX vs QUSIX
PZIIX vs QUSIX Comparison
Open Charts PZIIX vs QUSIX
Pzena International Small Cap Value Ins
Price$11.86
Change-$0.12 (-1.00%)
VolumeN/A
Net Assets157.96M
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$17.12
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets736.99M
PZIIX vs QUSIX Comparison Chart
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PZIIX vs. QUSIX commentary
May 24, 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: 737M vs. PZIIX (158M). PZIIX pays higher dividends than QUSIX: PZIIX (3.35) vs QUSIX (2.97). 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 : 7.20 vs. PZIIX (1.34). PZIIX return over 5 years is better than : 123.45 vs. QUSIX (81.25).
| 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 | 12.488 | 15.850 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 737M | 21% |
| Annual Yield % from dividends | 3.35 | 2.97 | 113% |
| Returns for 1 year | 1.34 | 7.20 | 19% |
| Returns for 3 years | 28.65 | 30.35 | 94% |
| Returns for 5 years | 123.45 | 81.25 | 152% |
| Returns for 10 years | N/A | 54.88 | - |
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