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PZISX vs VSCAX
PZISX vs VSCAX Comparison
Open Charts PZISX vs VSCAX
Pzena Small Cap Value Institutional
Price$14.41
Change+$0.71 (+5.18%)
VolumeN/A
Net Assets44.16M
Invesco Small Cap Value A
Price$25.07
Change+$0.79 (+3.25%)
VolumeN/A
Net Assets7.01B
PZISX vs VSCAX Comparison Chart in %
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PZISX vs. VSCAX commentary
Aug 23, 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.01B vs. PZISX (44.2M). 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 : 5.55 vs. PZISX (-6.84). VSCAX return over 5 years is better than : 112.63 vs. PZISX (60.13).
| 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 | -2.213 | 3.275 | -68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2M | 7.01B | 1% |
| Annual Yield % from dividends | 1.72 | 0.34 | 506% |
| Returns for 1 year | -6.84 | 5.55 | -123% |
| Returns for 3 years | 2.15 | 33.18 | 6% |
| Returns for 5 years | 60.13 | 112.63 | 53% |
| Returns for 10 years | N/A | 40.62 | - |
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