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PZISX vs VSCAX
PZISX vs VSCAX Comparison
Open Charts PZISX vs VSCAX
Pzena Small Cap Value Institutional
Price$12.52
Change-$0.37 (-2.87%)
VolumeN/A
Net Assets43.26M
Invesco Small Cap Value A
Price$23.51
Change-$0.49 (-2.04%)
VolumeN/A
Net Assets6.89B
PZISX vs VSCAX Comparison Chart in %
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PZISX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.9B vs. PZISX (43.3M). PZISX pays higher dividends than VSCAX: PZISX (1.72) vs VSCAX (0.34). PZISX was incepted earlier than VSCAX: PZISX (9 years) vs VSCAX (26 years). PZISX (1.39) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. PZISX (30.00). VSCAX has a lower initial minimum investment than PZISX: VSCAX (1000) vs PZISX (1000000). VSCAX annual gain was more profitable for investors over the last year : 4.51 vs. PZISX (-16.38). VSCAX return over 5 years is better than : 121.28 vs. PZISX (56.92).
| PZISX | VSCAX | PZISX / VSCAX | |
| Total Expense Ratio | 1.00 | 1.12 | 89% |
| Annual Report Gross Expense Ratio | 1.39 | 1.12 | 124% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -7.994 | 2.084 | -384% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3M | 6.9B | 1% |
| Annual Yield % from dividends | 1.72 | 0.34 | 506% |
| Returns for 1 year | -16.38 | 4.51 | -363% |
| Returns for 3 years | -2.82 | 34.41 | -8% |
| Returns for 5 years | 56.92 | 121.28 | 47% |
| Returns for 10 years | N/A | 24.98 | - |
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