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PZISX vs VSIIX
PZISX vs VSIIX Comparison
Open Charts PZISX vs VSIIX
Pzena Small Cap Value Institutional
Price$11.89
Change+$0.38 (+3.30%)
VolumeN/A
Net Assets40.52M
Vanguard Small Cap Value Index I
Price$44.57
Change+$0.70 (+1.60%)
VolumeN/A
Net Assets51.69B
PZISX vs VSIIX Comparison Chart
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PZISX vs. VSIIX commentary
May 09, 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: 51.7B vs. PZISX (40.5M). VSIIX pays higher dividends than PZISX: VSIIX (2.35) vs PZISX (1.91). 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 : -1.41 vs. PZISX (-21.89). VSIIX return over 5 years is better than : 85.51 vs. PZISX (51.61).
| 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 | -17.844 | -7.703 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.5M | 51.7B | 0% |
| Annual Yield % from dividends | 1.91 | 2.35 | 81% |
| Returns for 1 year | -21.89 | -1.41 | 1,556% |
| Returns for 3 years | -12.58 | 16.07 | -78% |
| Returns for 5 years | 51.61 | 85.51 | 60% |
| Returns for 10 years | N/A | 75.92 | - |
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