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PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$15.49
Change-$0.15 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
PZVSX vs VISVX Comparison Chart
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PZVSX vs. VISVX commentary
Nov 18, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. PZVSX (62.3M). 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 : 28.71 vs. PZVSX (22.61). VISVX return over 5 years is better than : 57.32 vs. PZVSX (40.97).
| 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 | 5.878 | 15.433 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3M | 57.6B | 0% |
| Annual Yield % from dividends | 0.12 | 1.90 | 6% |
| Returns for 1 year | 22.61 | 28.71 | 79% |
| Returns for 3 years | 2.33 | 13.23 | 18% |
| Returns for 5 years | 40.97 | 57.32 | 71% |
| Returns for 10 years | N/A | 108.21 | - |