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PZISX vs VSIAX
PZISX vs VSIAX Comparison
Open Charts PZISX vs VSIAX
Pzena Small Cap Value Institutional
Price$14.53
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets64.46M
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
PZISX vs VSIAX Comparison Chart
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PZISX vs. VSIAX commentary
Jan 31, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. PZISX (64.5M). VSIAX pays higher dividends than PZISX: VSIAX (2.01) vs PZISX (0.16). PZISX was incepted earlier than VSIAX: PZISX (9 years) vs VSIAX (13 years). PZISX is a more actively managed with annual turnover of: 28.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than PZISX: VSIAX (3000) vs PZISX (1000000). VSIAX annual gain was more profitable for investors over the last year : 17.45 vs. PZISX (4.26). VSIAX return over 5 years is better than : 57.90 vs. PZISX (36.80).
| PZISX | VSIAX | PZISX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 3.212 | 3.440 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.5M | 58.3B | 0% |
| Annual Yield % from dividends | 0.16 | 2.01 | 8% |
| Returns for 1 year | 4.26 | 17.45 | 24% |
| Returns for 3 years | 2.56 | 21.69 | 12% |
| Returns for 5 years | 36.80 | 57.90 | 64% |
| Returns for 10 years | N/A | 107.64 | - |