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PZISX vs VSIIX
PZISX vs VSIIX Comparison
Open Charts PZISX vs VSIIX
Pzena Small Cap Value Institutional
Price$10.99
Change+$0.19 (+1.76%)
VolumeN/A
Net Assets45.88M
Vanguard Small Cap Value Index I
Price$41.60
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
PZISX vs VSIIX Comparison Chart
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PZISX vs. VSIIX commentary
Apr 18, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. PZISX (45.9M). VSIIX pays higher dividends than PZISX: VSIIX (2.28) vs PZISX (1.78). PZISX was incepted earlier than VSIIX: PZISX (9 years) vs VSIIX (25 years). PZISX (1.46) is less costly to investors than VSIIX (0.06). PZISX is a more actively managed with annual turnover of: 25.00 vs. VSIIX (16.00). PZISX has a lower initial minimum investment than VSIIX: PZISX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -2.87 vs. PZISX (-21.74). VSIIX return over 5 years is better than : 84.38 vs. PZISX (58.97).
| PZISX | VSIIX | PZISX / VSIIX | |
| Total Expense Ratio | 1.00 | 0.06 | 1,667% |
| Annual Report Gross Expense Ratio | 1.46 | 0.06 | 2,433% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -22.912 | -13.320 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.9M | 53.6B | 0% |
| Annual Yield % from dividends | 1.78 | 2.28 | 78% |
| Returns for 1 year | -21.74 | -2.87 | 757% |
| Returns for 3 years | -21.03 | 0.42 | -4,984% |
| Returns for 5 years | 58.97 | 84.38 | 70% |
| Returns for 10 years | N/A | 63.53 | - |
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