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PZVIX vs QUSIX
PZVIX vs QUSIX Comparison
Open Charts PZVIX vs QUSIX
Pzena International Small Cap Value I
Price$11.82
Change-$0.12 (-1.01%)
VolumeN/A
Net Assets157.96M
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$17.12
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets736.99M
PZVIX vs QUSIX Comparison Chart
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PZVIX vs. QUSIX commentary
May 24, 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 PZVIX is a Hold and QUSIX is a Buy.
FUNDAMENTALS
Fundamentals
QUSIX has more cash in the bank: 737M vs. PZVIX (158M). PZVIX (3.05) and QUSIX (2.97) have matching dividends . PZVIX was incepted earlier than QUSIX: PZVIX (7 years) vs QUSIX (17 years). PZVIX (2.40) is less costly to investors than QUSIX (1.27). PZVIX is a more actively managed with annual turnover of: 43.00 vs. QUSIX (21.00). PZVIX has a lower initial minimum investment than QUSIX: PZVIX (5000) vs QUSIX (1000000). QUSIX annual gain was more profitable for investors over the last year : 7.20 vs. PZVIX (1.02). PZVIX return over 5 years is better than : 120.84 vs. QUSIX (81.25).
| PZVIX | QUSIX | PZVIX / QUSIX | |
| Total Expense Ratio | 1.39 | 1.05 | 132% |
| Annual Report Gross Expense Ratio | 2.40 | 1.27 | 189% |
| Fund Existence | 7 years | 17 years | - |
| Gain YTD | 12.324 | 15.850 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 737M | 21% |
| Annual Yield % from dividends | 3.05 | 2.97 | 103% |
| Returns for 1 year | 1.02 | 7.20 | 14% |
| Returns for 3 years | 27.78 | 30.35 | 92% |
| Returns for 5 years | 120.84 | 81.25 | 149% |
| Returns for 10 years | N/A | 54.88 | - |
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