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PZISX vs VISVX
PZISX vs VISVX Comparison
Open Charts PZISX vs VISVX
Pzena Small Cap Value Institutional
Price$12.52
Change-$0.37 (-2.87%)
VolumeN/A
Net Assets43.26M
Vanguard Small Cap Value Index I
Price$46.86
Change-$0.72 (-1.51%)
VolumeN/A
Net Assets55.61B
PZISX vs VISVX Comparison Chart in %
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PZISX vs. VISVX commentary
Aug 03, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. PZISX (43.3M). VISVX pays higher dividends than PZISX: VISVX (1.95) vs PZISX (1.72). PZISX was incepted earlier than VISVX: PZISX (9 years) vs VISVX (27 years). PZISX (1.39) 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 : 2.87 vs. PZISX (-16.38). VISVX return over 5 years is better than : 83.20 vs. PZISX (56.92).
| PZISX | VISVX | PZISX / VISVX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 1.39 | 0.19 | 732% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -7.994 | 0.358 | -2,233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3M | 55.6B | 0% |
| Annual Yield % from dividends | 1.72 | 1.95 | 88% |
| Returns for 1 year | -16.38 | 2.87 | -570% |
| Returns for 3 years | -2.82 | 23.89 | -12% |
| Returns for 5 years | 56.92 | 83.20 | 68% |
| Returns for 10 years | N/A | 95.64 | - |
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