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PZISX vs VSIIX
PZISX vs VSIIX Comparison
Open Charts PZISX vs VSIIX
Pzena Small Cap Value Institutional
Price$13.80
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets57.8M
Vanguard Small Cap Value Index I
Price$50.50
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets59.14B
PZISX vs VSIIX Comparison Chart in %
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PZISX vs. VSIIX commentary
Oct 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.1B vs. PZISX (57.8M). VSIIX pays higher dividends than PZISX: VSIIX (2.01) vs PZISX (1.59). PZISX was incepted earlier than VSIIX: PZISX (10 years) vs VSIIX (26 years). PZISX (1.39) 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 : 5.51 vs. PZISX (-6.29). VSIIX return over 5 years is better than : 77.19 vs. PZISX (47.85).
| PZISX | VSIIX | PZISX / VSIIX | |
| Total Expense Ratio | 1.00 | 0.06 | 1,667% |
| Annual Report Gross Expense Ratio | 1.39 | 0.06 | 2,317% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -1.499 | 6.485 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 59.1B | 0% |
| Annual Yield % from dividends | 1.59 | 2.01 | 79% |
| Returns for 1 year | -6.29 | 5.51 | -114% |
| Returns for 3 years | 6.40 | 36.37 | 18% |
| Returns for 5 years | 47.85 | 77.19 | 62% |
| Returns for 10 years | N/A | 116.60 | - |