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PZVSX vs VSCAX
PZVSX vs VSCAX Comparison
Open Charts PZVSX vs VSCAX
Pzena Small Cap Value Investor
Price$12.95
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets43.28M
Invesco Small Cap Value A
Price$23.74
Change-$0.16 (-0.67%)
VolumeN/A
Net Assets6.87B
PZVSX vs VSCAX Comparison Chart in %
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PZVSX vs. VSCAX commentary
Aug 08, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.87B vs. PZVSX (43.3M). PZVSX pays higher dividends than VSCAX: PZVSX (1.41) vs VSCAX (0.34). PZVSX was incepted earlier than VSCAX: PZVSX (9 years) vs VSCAX (26 years). PZVSX (1.74) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. PZVSX (30.00). VSCAX has a lower initial minimum investment than PZVSX: VSCAX (1000) vs PZVSX (5000). VSCAX annual gain was more profitable for investors over the last year : 11.07 vs. PZVSX (-9.26). VSCAX return over 5 years is better than : 106.09 vs. PZVSX (46.33).
| PZVSX | VSCAX | PZVSX / VSCAX | |
| Total Expense Ratio | 1.35 | 1.12 | 121% |
| Annual Report Gross Expense Ratio | 1.74 | 1.12 | 155% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -7.199 | 1.659 | -434% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3M | 6.87B | 1% |
| Annual Yield % from dividends | 1.41 | 0.34 | 416% |
| Returns for 1 year | -9.26 | 11.07 | -84% |
| Returns for 3 years | -2.42 | 34.67 | -7% |
| Returns for 5 years | 46.33 | 106.09 | 44% |
| Returns for 10 years | N/A | 24.40 | - |
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