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PZISX vs VISVX
PZISX vs VISVX Comparison
Open Charts PZISX vs VISVX
Pzena Small Cap Value Institutional
Price$13.57
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets48.1M
Vanguard Small Cap Value Index I
Price$48.67
Change+$0.41 (+0.85%)
VolumeN/A
Net Assets55.61B
PZISX vs VISVX Comparison Chart in %
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PZISX vs. VISVX commentary
Jul 11, 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 PZISX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. PZISX (48.1M). VISVX pays higher dividends than PZISX: VISVX (1.99) vs PZISX (1.74). PZISX was incepted earlier than VISVX: PZISX (9 years) vs VISVX (27 years). PZISX (1.46) is less costly to investors than VISVX (0.19). PZISX is a more actively managed with annual turnover of: 30.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PZISX: VISVX (3000) vs PZISX (1000000). VISVX annual gain was more profitable for investors over the last year : 10.93 vs. PZISX (-3.15). VISVX return over 5 years is better than : 95.56 vs. PZISX (72.09).
| PZISX | VISVX | PZISX / VISVX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 1.46 | 0.19 | 768% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -3.640 | 1.792 | -203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 55.6B | 0% |
| Annual Yield % from dividends | 1.74 | 1.99 | 88% |
| Returns for 1 year | -3.15 | 10.93 | -29% |
| Returns for 3 years | 10.54 | 35.57 | 30% |
| Returns for 5 years | 72.09 | 95.56 | 75% |
| Returns for 10 years | N/A | 93.86 | - |