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PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$14.34
Change+$0.26 (+1.85%)
VolumeN/A
Net Assets45.56M
Vanguard Small Cap Value Index I
Price$50.77
Change+$0.69 (+1.38%)
VolumeN/A
Net Assets59.22B
PZVSX vs VISVX Comparison Chart in %
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PZVSX vs. VISVX commentary
Sep 19, 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: 59.2B vs. PZVSX (45.6M). VISVX pays higher dividends than PZVSX: VISVX (1.86) vs PZVSX (1.27). PZVSX was incepted earlier than VISVX: PZVSX (9 years) vs VISVX (27 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 : 5.93 vs. PZVSX (-4.78). VISVX return over 5 years is better than : 87.30 vs. PZVSX (62.55).
| PZVSX | VISVX | PZVSX / VISVX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.74 | 0.19 | 916% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 1.368 | 5.631 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.6M | 59.2B | 0% |
| Annual Yield % from dividends | 1.27 | 1.86 | 68% |
| Returns for 1 year | -4.78 | 5.93 | -81% |
| Returns for 3 years | 12.56 | 33.76 | 37% |
| Returns for 5 years | 62.55 | 87.30 | 72% |
| Returns for 10 years | N/A | 115.58 | - |
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