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PZVIX vs QUSIX
PZVIX vs QUSIX Comparison
Open Charts PZVIX vs QUSIX
Pzena International Small Cap Value I
Price$10.70
Change-$0.21 (-1.92%)
VolumeN/A
Net Assets119.7M
Pear Tree Polaris Fgn Val Sm Cap Instl
Price$15.74
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets784.19M
PZVIX vs QUSIX Comparison Chart
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PZVIX vs. QUSIX commentary
Apr 04, 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: 784M vs. PZVIX (120M). PZVIX (3.15) and QUSIX (3.12) 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 : 1.87 vs. PZVIX (-2.83). PZVIX return over 5 years is better than : 132.80 vs. QUSIX (92.62).
| 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 | 2.634 | 6.179 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 784M | 15% |
| Annual Yield % from dividends | 3.15 | 3.12 | 101% |
| Returns for 1 year | -2.83 | 1.87 | -152% |
| Returns for 3 years | 15.69 | 10.86 | 144% |
| Returns for 5 years | 132.80 | 92.62 | 143% |
| Returns for 10 years | N/A | 48.30 | - |
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