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PZVSX vs VISVX
PZVSX vs VISVX Comparison
Open Charts PZVSX vs VISVX
Pzena Small Cap Value Investor
Price$15.07
Change-$0.21 (-1.37%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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PZVSX vs VISVX Comparison Chart
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PZVSX vs. VISVX commentary
Sep 21, 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: 57.3B vs. PZVSX (59.9M). VISVX pays higher dividends than PZVSX: VISVX (1.90) vs PZVSX (0.12). PZVSX was incepted earlier than VISVX: PZVSX (8 years) vs VISVX (26 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 : 25.80 vs. PZVSX (20.33). VISVX return over 5 years is better than : 56.98 vs. PZVSX (49.58).
| PZVSX | VISVX | PZVSX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 3.008 | 11.310 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 57.3B | 0% |
| Annual Yield % from dividends | 0.12 | 1.90 | 6% |
| Returns for 1 year | 20.33 | 25.80 | 79% |
| Returns for 3 years | 13.72 | 21.42 | 64% |
| Returns for 5 years | 49.58 | 56.98 | 87% |
| Returns for 10 years | N/A | 108.54 | - |
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