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PZISX vs VSIAX
PZISX vs VSIAX Comparison
Open Charts PZISX vs VSIAX
Pzena Small Cap Value Institutional
Price$15.22
Change-$0.22 (-1.42%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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PZISX vs VSIAX Comparison Chart
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PZISX vs. VSIAX commentary
Sep 21, 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: 57.3B vs. PZISX (59.9M). VSIAX pays higher dividends than PZISX: VSIAX (2.01) vs PZISX (0.16). PZISX was incepted earlier than VSIAX: PZISX (8 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 : 25.86 vs. PZISX (20.71). VSIAX return over 5 years is better than : 57.13 vs. PZISX (51.18).
| PZISX | VSIAX | PZISX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 3.186 | 11.368 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 57.3B | 0% |
| Annual Yield % from dividends | 0.16 | 2.01 | 8% |
| Returns for 1 year | 20.71 | 25.86 | 80% |
| Returns for 3 years | 14.44 | 21.48 | 67% |
| Returns for 5 years | 51.18 | 57.13 | 90% |
| Returns for 10 years | N/A | 109.18 | - |