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PZISX vs VSIIX
PZISX vs VSIIX Comparison
Open Charts PZISX vs VSIIX
Pzena Small Cap Value Institutional
Price$15.22
Change-$0.22 (-1.42%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
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PZISX vs VSIIX Comparison Chart
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PZISX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. PZISX (59.9M). VSIIX pays higher dividends than PZISX: VSIIX (2.02) vs PZISX (0.16). PZISX was incepted earlier than VSIIX: PZISX (8 years) vs VSIIX (25 years). PZISX is a more actively managed with annual turnover of: 28.00 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 : 25.85 vs. PZISX (20.71). VSIIX return over 5 years is better than : 57.12 vs. PZISX (51.18).
| PZISX | VSIIX | PZISX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 3.186 | 11.364 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 57.3B | 0% |
| Annual Yield % from dividends | 0.16 | 2.02 | 8% |
| Returns for 1 year | 20.71 | 25.85 | 80% |
| Returns for 3 years | 14.44 | 21.47 | 67% |
| Returns for 5 years | 51.18 | 57.12 | 90% |
| Returns for 10 years | N/A | 109.23 | - |
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