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PZISX vs VSIAX
PZISX vs VSIAX Comparison
Open Charts PZISX vs VSIAX
Pzena Small Cap Value Institutional
Price$15.01
Change-$0.67 (-4.27%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
PZISX vs VSIAX Comparison Chart
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PZISX vs. VSIAX commentary
Dec 19, 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 StrongSell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. PZISX (63.4M). 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 : 16.23 vs. PZISX (8.47). VSIAX return over 5 years is better than : 52.83 vs. PZISX (35.54).
| 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 | 6.305 | 15.031 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.4M | 63B | 0% |
| Annual Yield % from dividends | 0.16 | 2.01 | 8% |
| Returns for 1 year | 8.47 | 16.23 | 52% |
| Returns for 3 years | 13.26 | 20.67 | 64% |
| Returns for 5 years | 35.54 | 52.83 | 67% |
| Returns for 10 years | N/A | 105.65 | - |
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