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PZISX vs VSIIX
PZISX vs VSIIX Comparison
Open Charts PZISX vs VSIIX
Pzena Small Cap Value Institutional
Price$15.66
Change-$0.15 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
PZISX vs VSIIX Comparison Chart
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VS
VS
PZISX vs. VSIIX commentary
Nov 18, 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: 57.6B vs. PZISX (62.3M). 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 : 28.76 vs. PZISX (23.03). VSIIX return over 5 years is better than : 57.48 vs. PZISX (42.74).
| 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 | 6.169 | 15.492 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3M | 57.6B | 0% |
| Annual Yield % from dividends | 0.16 | 2.02 | 8% |
| Returns for 1 year | 23.03 | 28.76 | 80% |
| Returns for 3 years | 3.03 | 13.30 | 23% |
| Returns for 5 years | 42.74 | 57.48 | 74% |
| Returns for 10 years | N/A | 108.84 | - |
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