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PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$11.46
Change+$0.30 (+2.69%)
VolumeN/A
Net Assets48.21M
Vanguard Small Cap Value Index I
Price$43.10
Change+$0.83 (+1.96%)
VolumeN/A
Net Assets53.62B
PZVSX vs VISVX Comparison Chart
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PZVSX vs. VISVX commentary
Apr 25, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. PZVSX (48.2M). 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 : -3.13 vs. PZVSX (-21.38). VISVX return over 5 years is better than : 92.39 vs. PZVSX (65.54).
| 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 | -19.654 | -10.946 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2M | 53.6B | 0% |
| Annual Yield % from dividends | 1.46 | 2.14 | 68% |
| Returns for 1 year | -21.38 | -3.13 | 682% |
| Returns for 3 years | -17.42 | 4.70 | -371% |
| Returns for 5 years | 65.54 | 92.39 | 71% |
| Returns for 10 years | N/A | 68.31 | - |
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