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PZISX vs VSIIX
PZISX vs VSIIX Comparison
Open Charts PZISX vs VSIIX
Pzena Small Cap Value Institutional
Price$13.57
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets48.1M
Vanguard Small Cap Value Index I
Price$48.74
Change+$0.41 (+0.85%)
VolumeN/A
Net Assets55.61B
PZISX vs VSIIX Comparison Chart in %
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PZISX vs. VSIIX commentary
Jul 11, 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: 55.6B vs. PZISX (48.1M). VSIIX pays higher dividends than PZISX: VSIIX (2.12) vs PZISX (1.74). PZISX was incepted earlier than VSIIX: PZISX (9 years) vs VSIIX (26 years). PZISX (1.46) is less costly to investors than VSIIX (0.06). PZISX is a more actively managed with annual turnover of: 30.00 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 : 10.98 vs. PZISX (-3.15). VSIIX return over 5 years is better than : 95.79 vs. PZISX (72.09).
| 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 | 26 years | - |
| Gain YTD | -3.640 | 1.808 | -201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1M | 55.6B | 0% |
| Annual Yield % from dividends | 1.74 | 2.12 | 82% |
| Returns for 1 year | -3.15 | 10.98 | -29% |
| Returns for 3 years | 10.54 | 35.68 | 30% |
| Returns for 5 years | 72.09 | 95.79 | 75% |
| Returns for 10 years | N/A | 94.35 | - |
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