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PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$15.52
Change-$0.26 (-1.65%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.62 (-1.24%)
VolumeN/A
CapitalizationN/A
PZVSX vs VISVX Comparison Chart
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PZVSX vs. VISVX commentary
Dec 19, 2024
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 StrongSell and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. PZVSX (64.4M). VISVX pays higher dividends than PZVSX: VISVX (1.90) vs PZVSX (0.12). PZVSX was incepted earlier than VISVX: PZVSX (9 years) vs VISVX (27 years). PZVSX is a more actively managed with annual turnover of: 28.00 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 : 16.18 vs. PZVSX (8.14). VISVX return over 5 years is better than : 52.67 vs. PZVSX (33.98).
| PZVSX | VISVX | PZVSX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 6.083 | 14.945 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.4M | 63B | 0% |
| Annual Yield % from dividends | 0.12 | 1.90 | 6% |
| Returns for 1 year | 8.14 | 16.18 | 50% |
| Returns for 3 years | 12.62 | 20.58 | 61% |
| Returns for 5 years | 33.98 | 52.67 | 65% |
| Returns for 10 years | N/A | 105.07 | - |
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