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PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$13.41
Change-$0.25 (-1.83%)
VolumeN/A
Net Assets58.55M
Vanguard Small Cap Value Index I
Price$49.77
Change-$0.57 (-1.13%)
VolumeN/A
Net Assets59.14B
PZVSX vs VISVX Comparison Chart in %
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PZVSX vs. VISVX commentary
Oct 10, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. PZVSX (58.6M). VISVX pays higher dividends than PZVSX: VISVX (1.88) vs PZVSX (1.30). 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 : 6.13 vs. PZVSX (-6.56). VISVX return over 5 years is better than : 78.98 vs. PZVSX (50.06).
| 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 | -1.656 | 6.277 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.6M | 59.1B | 0% |
| Annual Yield % from dividends | 1.30 | 1.88 | 69% |
| Returns for 1 year | -6.56 | 6.13 | -107% |
| Returns for 3 years | 16.25 | 44.27 | 37% |
| Returns for 5 years | 50.06 | 78.98 | 63% |
| Returns for 10 years | N/A | 113.13 | - |
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