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PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$12.36
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets70.15M
Vanguard Small Cap Value Index I
Price$48.35
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets58.35B
PZVSX vs VISVX Comparison Chart in %
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PZVSX vs. VISVX commentary
Nov 20, 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 PZVSX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. PZVSX (70.2M). VISVX pays higher dividends than PZVSX: VISVX (1.90) vs PZVSX (1.39). PZVSX was incepted earlier than VISVX: PZVSX (10 years) vs VISVX (28 years). PZVSX (1.74) is less costly to investors than VISVX (0.19). PZVSX is a more actively managed with annual turnover of: 30.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than PZVSX: VISVX (3000) vs PZVSX (5000). VISVX annual gain was more profitable for investors over the last year : -1.93 vs. PZVSX (-18.84). VISVX return over 5 years is better than : 55.92 vs. PZVSX (20.35).
| PZVSX | VISVX | PZVSX / VISVX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.74 | 0.19 | 916% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -10.943 | 2.266 | -483% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.2M | 58.3B | 0% |
| Annual Yield % from dividends | 1.39 | 1.90 | 73% |
| Returns for 1 year | -18.84 | -1.93 | 976% |
| Returns for 3 years | -11.88 | 24.30 | -49% |
| Returns for 5 years | 20.35 | 55.92 | 36% |
| Returns for 10 years | N/A | 104.09 | - |
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