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PZISX vs VSIAX
PZISX vs VSIAX Comparison
Open Charts PZISX vs VSIAX
Pzena Small Cap Value Institutional
Price$15.66
Change-$0.15 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
PZISX vs VSIAX Comparison Chart
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PZISX vs. VSIAX commentary
Nov 18, 2024
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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. PZISX (62.3M). 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 : 28.76 vs. PZISX (23.03). VSIAX return over 5 years is better than : 57.44 vs. PZISX (42.74).
| 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 | 6.169 | 15.498 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3M | 57.6B | 0% |
| Annual Yield % from dividends | 0.16 | 2.01 | 8% |
| Returns for 1 year | 23.03 | 28.76 | 80% |
| Returns for 3 years | 3.03 | 13.29 | 23% |
| Returns for 5 years | 42.74 | 57.44 | 74% |
| Returns for 10 years | N/A | 108.79 | - |