Interact to see
Advertisement
Advertisement
PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$13.08
Change+$0.14 (+1.08%)
VolumeN/A
Net Assets46.66M
Vanguard Small Cap Value Index I
Price$48.12
Change+$0.52 (+1.09%)
VolumeN/A
Net Assets55.61B
PZVSX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PZVSX vs. VISVX commentary
Jul 18, 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: 55.6B vs. PZVSX (46.7M). VISVX pays higher dividends than PZVSX: VISVX (1.99) vs PZVSX (1.43). 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 : 2.35 vs. PZVSX (-15.65). VISVX return over 5 years is better than : 85.52 vs. PZVSX (56.10).
| 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 | -6.839 | 0.400 | -1,709% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.7M | 55.6B | 0% |
| Annual Yield % from dividends | 1.43 | 1.99 | 72% |
| Returns for 1 year | -15.65 | 2.35 | -667% |
| Returns for 3 years | 6.12 | 33.02 | 19% |
| Returns for 5 years | 56.10 | 85.52 | 66% |
| Returns for 10 years | N/A | 92.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement