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PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$11.40
Change-$1.06 (-8.51%)
VolumeN/A
Net Assets56.63M
Vanguard Small Cap Value Index I
Price$42.44
Change-$3.06 (-6.73%)
VolumeN/A
Net Assets57.63B
PZVSX vs VISVX Comparison Chart
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PZVSX vs. VISVX 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 PZVSX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. PZVSX (56.6M). VISVX pays higher dividends than PZVSX: VISVX (2.14) vs PZVSX (1.46). PZVSX was incepted earlier than VISVX: PZVSX (9 years) vs VISVX (27 years). PZVSX (1.81) is less costly to investors than VISVX (0.19). PZVSX is a more actively managed with annual turnover of: 25.00 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 : 1.29 vs. PZVSX (-15.85). VISVX return over 5 years is better than : 137.90 vs. PZVSX (110.88).
| PZVSX | VISVX | PZVSX / VISVX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.81 | 0.19 | 953% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -10.295 | -4.142 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.6M | 57.6B | 0% |
| Annual Yield % from dividends | 1.46 | 2.14 | 68% |
| Returns for 1 year | -15.85 | 1.29 | -1,229% |
| Returns for 3 years | -10.35 | 9.10 | -114% |
| Returns for 5 years | 110.88 | 137.90 | 80% |
| Returns for 10 years | N/A | 79.80 | - |
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