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PZISX vs VSIIX
PZISX vs VSIIX Comparison
Open Charts PZISX vs VSIIX
Pzena Small Cap Value Institutional
Price$15.01
Change-$0.67 (-4.27%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
PZISX vs VSIIX Comparison Chart
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PZISX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. PZISX (63.4M). VSIIX pays higher dividends than PZISX: VSIIX (2.02) vs PZISX (0.16). PZISX was incepted earlier than VSIIX: PZISX (9 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 : 16.22 vs. PZISX (8.47). VSIIX return over 5 years is better than : 52.86 vs. PZISX (35.54).
| PZISX | VSIIX | PZISX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 6.305 | 15.027 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.4M | 63B | 0% |
| Annual Yield % from dividends | 0.16 | 2.02 | 8% |
| Returns for 1 year | 8.47 | 16.22 | 52% |
| Returns for 3 years | 13.26 | 20.66 | 64% |
| Returns for 5 years | 35.54 | 52.86 | 67% |
| Returns for 10 years | N/A | 105.75 | - |
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